Paley & Prehn, PLC
Whether you’re securing your legacy or navigating intricate business and tax matters, we’re here to guide you every step of the way. We aim to deliver practical solutions tailored to your specific needs.
About Us
Our main office is located in San Francisco, California, but our reach extends far beyond the city by the bay. We proudly serve clients throughout California and are also licensed to practice law in Washington, D.C. Additionally, one of our attorneys is an expat who understands the challenges of navigating estate and tax matters from abroad.
Our Practice Areas
Estate Planning | Nonprofit Organizations | Trust Administration | Civil Tax | Criminal Tax | Business | Probate
Our Values
Client Centered Approach
We strive to understand each client’s unique needs and provide individualized solutions. Your goals become our goals.
Open and Transparent Communication
We believe in keeping you fully informed throughout the entire legal process. You deserve clarity and peace of mind, and we are dedicated to providing it every step of the way.
Adaptable and Flexible
We adapt to your needs. Whether you prefer in-person meetings or virtual consultations, we are ready to accommodate your preferences.
Dedicated to Timely Resolution
We are committed to resolving your issues in a timely manner without compromising on quality.
Alternative Fee Arrangements
We believe that different types of legal issues warrant different fee structures. We therefore offer flat fee, hourly, flex, and subscription arrangements.
Client Feedback
Liz Prehn is a great talent, but that’s only half of it. Tax law may seem bewildering, even intimidating to some. But Liz has the ability to make clients and vendors like myself, not only understand the law, but see the opportunities along the way. Behind every number is a human being, and Liz never loses sight of that. You might say she’s …one in a million!
It’s hard to imagine that creating a trust could be a pleasant experience but my husband and I were lucky to find Raquel Lazar-Paley. She was pleasant. She was thoughtful. She was patient and she explained everything thoroughly and understandably. We could not have asked for a better experience. I would recommend her without hesitation.
There is no situation too complicated for Elizabeth regarding tax and legal advice. I have worked through a few issues with divorce, family, and even change of job tax situations. She is extremely knowledegable and proactive. I sought her firm’s advice and expertise when figuring out tax implications of estate planning because of the mutual trust we have built from working together. Not to worry, if it’s not her area of expertise she is quick to recommend an expert. I feel extremely confident recommending Elizabeth!
I can be a terrible procrastinator, and Raquel kept me on task and on schedule to get the Trust completed. She makes the submission of documents very easy, and is flexible with respect to meeting times and Zoom calls. I have a very unpredictable schedule and it was crucial to be able to work with a lawyer that was flexible. Raquel has the ability to make a process that is extremely complicated, easy to understand and brought to fruition.
I’ve known and worked with Liz for 15+ years. In that time I’ve found her to be an excellent attorney, as well as a genuinely wonderful human being! On many an occasion, she has helped me in my business endeavors…most recently saving me thousands of dollars on my now, amended return (I will never do my own taxes again!). Liz has great communication and people skills, preserves and has a quality I very much appreciate….patience! I HIGHLY recommend Liz
From beginning to end, the process was relatively painless and very efficient. Once the necessary documents had been created, everything was very carefully explained to me by Ms. Lazar-Paley. When the documents were finalized, we went through them together, line by line. I am grateful to you for your professionalism and kindness while keeping me on track to draft my documents.
Liz helped me out greatly in getting together info and helping me file 4 years worth of state and federal tax returns that I had been dreading doing. She was very helpful and kept great contact me with the whole time, she helped relieve a great deal of stress that was on my shoulders, I recommend her for all your tax needs!!
She was incredible! She is a lawyer with years of experience in estate planning, which enabled her to back up her recommendations with real-world experience. She moved the process forward steadily, without pressuring us. She was great at explaining every paragraph of each document in plain English. Every meeting over Zoom was efficient and enjoyable. Her manner is businesslike and friendly. We now have all the relevant estate documents, plus editable copies of certain letters for us to use in transferring assets into our trust. We are so happy with the process and the results. Raquel also provided recommendations for other professionals that we needed to complete our plan. She set up every meeting efficiently, and clearly communicated all details about the signing process.
Raquel is one of the most professional and helpful lawyers I have ever worked with.
Have You Ignored Your Gift Tax Return Requirement?
Even if you don’t owe gift taxes, you might still need to file a gift tax return – and the IRS may impose penalties for failure to file even if no taxes are due.
Don’t Neglect Your Estate Plan!
For so many important reasons, you went through considerable effort to establish your estate plan. Now it is essential to properly maintain it to ensure that it will accomplish your objectives.
Looking to Understand California Cannabis Tax Law and Enforcement? We’re here to help.
It’s essential to understand the role of the California Department of Tax and Fee Administration (CDTFA) in enforcing tax regulations on cannabis businesses, including both licensed and unlicensed operations. Here are key aspects of the CDTFA’s enforcement program: Excise Tax Imposition, Responsibility of Microbusinesses, Enforcement Against Unpaid Taxes.
We invite you to reach out and discover how Paley & Prehn, PLC can be your trusted legal partner. Your satisfaction is our success.