Allison D.H. Soares, JD, MBA

Partner at Vanst Law LLP
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Anne Burns, CPA

I have had a number of clients work with Allison to resolve tax issues and she was fantastic to work with. She is realistic, proficient and kind. Everyone I have referred to her has given me great feedback from working with her.

Janelle Darnell

I highly recommend Allison. She is detailed oriented, technically proficient, and equally charismatic. Allison truly cares about her clients, and her commitment to the profession and community is admirable. Further, not only is Allison a zealous advocate for her clients, but she is an incredible mentor. Even with a full plate, she is always willing to take time out of her day to support the career development of the junior staff members and assist her colleagues when needed. Overall, Allison is an exceptional attorney and you would be very fortunate to have her on your side.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Partner
      • Sep 2018 - Present

      Vanst Law is a full services law firm offering corporate, litigation and tax legal services. Technology and virtual law efficiencies allow attorneys to focus their time on practicing law, not administrative tasks. Our attorneys are given the tools to do what they enjoy most: practice law and be advocates for their clients. As a tax attorney, Ms. Soares resolves personal, small business, and corporate tax problems with the IRS and California state tax authorities. She has represented hundreds of clients before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE).

    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Professor
      • Aug 2014 - Present

      Adjunct Professor for Tax Procedures, Practice and Ethics: A graduate level evening course focusing on all aspects of tax controversy including how a return is selected for audit, Tax Court, IRS collections, criminal investigations & state agencies’ audits. Developed course work for a semester long evening course for graduate accounting students. Adjunct Professor for Tax Procedures, Practice and Ethics: A graduate level evening course focusing on all aspects of tax controversy including how a return is selected for audit, Tax Court, IRS collections, criminal investigations & state agencies’ audits. Developed course work for a semester long evening course for graduate accounting students.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Partner
      • May 2013 - Aug 2018

      Ms. Soares resolved personal, small business, and corporate tax problems with the IRS and California state tax authorities. She strategized with clients to ascertain the best solution to their tax problems and to mitigate their potential tax liabilities and/or collection activity taken. Ms. Soares has represented hundreds of clients before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE). Ms. Soares resolved personal, small business, and corporate tax problems with the IRS and California state tax authorities. She strategized with clients to ascertain the best solution to their tax problems and to mitigate their potential tax liabilities and/or collection activity taken. Ms. Soares has represented hundreds of clients before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE).

    • Attorney
      • Jan 2009 - Apr 2013

      Draft, review and revise contracts including employment, franchise (master/unit), asset purchase, stock sale, non-disclosure, promissory notes, trademark applications, etc. Assist with business planning, entity formation, and drafting of LLC and corporate operating agreements, EINs, 25102fs, and meeting minutes. Provide IRS/FTB/BOE tax representation including inquires, negotiations, audits and litigation. M&A including extensive due diligence in the purchase and sale of national businesses including negotiations, contract review, financial statement review and verification. Review and revise client’s company handbooks, job descriptions, and human resource policies.

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Accounting, Tax and Consulting Services
      • Jan 2009 - Apr 2013

      Research and analyze complex issues surrounding the processes and systems of organizations. Implement strategic planning, business flow analysis, organizational planning, and system implementations. Provide recommendations improving processes, efficiency and practices. Assist with reviewing tax returns, conduct tax planning and tax research for individuals, small and multinational companies. Provide information to clients regarding avoidance or resolution of problems with federal, state, and local taxing authorities. Perform various tax-based calculations as well as tax related research to ensure compliance with state, federal, international law and treaties.

    • United States
    • Law Practice
    • 700 & Above Employee
    • Certified Legal Intern
      • Jan 2008 - May 2008

      UNITED STATES ATTORNEY’S OFFICE, Southern District of Florida Certified Legal Intern - Economic Crimes Division (full time) U.S. v. Bachynsky: Provided two days of testimony as a government summary witness. Assisted with witness interviews, exhibits & preparation for six-week trial. UNITED STATES ATTORNEY’S OFFICE, Southern District of Florida Certified Legal Intern - Economic Crimes Division (full time) U.S. v. Bachynsky: Provided two days of testimony as a government summary witness. Assisted with witness interviews, exhibits & preparation for six-week trial.

    • Legal Intern - Enforcement Division
      • Sep 2007 - Dec 2007

      US SECURITIES & EXCHANGE COMMISSION Miami, FL Legal Intern - Enforcement DivisionWorked closely with internal CPAs and attorneys on external investigations of alleged churning, revenue recognition errors and a variety of securities investigations. US SECURITIES & EXCHANGE COMMISSION Miami, FL Legal Intern - Enforcement DivisionWorked closely with internal CPAs and attorneys on external investigations of alleged churning, revenue recognition errors and a variety of securities investigations.

    • Judicial Legal Intern
      • Jan 2007 - May 2007

      UNITED STATES DISTRICT COURT Southern District of Florida Miami, FL, Honorable William M. Hoeveler, Senior U.S. District Judge, Judicial Legal InternApplied research and writing skills to real facts while working closely with supervising staff attorneys and judge. Worked with Senior Attorney to analyze and summarize witness testimony focusing on a large environmental case UNITED STATES DISTRICT COURT Southern District of Florida Miami, FL, Honorable William M. Hoeveler, Senior U.S. District Judge, Judicial Legal InternApplied research and writing skills to real facts while working closely with supervising staff attorneys and judge. Worked with Senior Attorney to analyze and summarize witness testimony focusing on a large environmental case

    • Accountant
      • Aug 2002 - Aug 2005

      Prepared monthly financial statements and internal budgets for the doctors of Children’s Hospital of San Diego (now Rady’s CHSD) and four separate sub-corporations. Analyzed and recorded monthly journal entries. Reconciled monthly bank statements into Great Plains accounting system. Performed various levels/functions regarding reconciliations, accounts payables and accounts receivables. Prepared monthly financial statements and internal budgets for the doctors of Children’s Hospital of San Diego (now Rady’s CHSD) and four separate sub-corporations. Analyzed and recorded monthly journal entries. Reconciled monthly bank statements into Great Plains accounting system. Performed various levels/functions regarding reconciliations, accounts payables and accounts receivables.

Education

  • University of San Diego School of Law
    Master of Laws (LLM), Taxation
    2013 - 2015
  • St. Thomas University
    MBA, Accounting
    2006 - 2008
  • St. Thomas University School of Law
    JD, Law
    2005 - 2008
  • Lubar College of Business
    BBA, Finance
    1997 - 2001
  • The University of Sheffield
    -

Community

You need to have a working account to view this content. Click here to join now