Tax Solutions

About our Lead Tax Attorney

Our Tax Attorney, Herbert Lo, has extensive background and experience in tax planning, research and compliance. His experience includes developing tax minimization strategies and representing taxpayers before tax authorities in appeal, examination, and collection matters.

Mr. Lo received his Juris Doctorate from Loyola Law School of Los Angeles.

While in law school, he served as an editor of the Loyola of Los Angeles Law Review, and was a member of the Phillip C. Jessup International Law Moot Court Competition.

Prior to law school, Mr. Lo spent several years working for PricewaterhouseCoopers.

His experience includes drafting opinions, effecting incorporations, mergers and acquisitions, securing private letter rulings and representing clients during audits

Mr. Lo is a member of the New York Bar, an Enrolled Agent, and is admitted to practice before the US Tax Court.