Steven Schroeder

Steven Schroeder is a distinguished tax and estate planning attorney, recognized for his expertise in navigating the complexities of tax law and estate management. As the Principal at the Law Office of Steven F. Schroeder, he leads a boutique firm dedicated to addressing the nuanced tax and estate planning needs of professionals and small businesses. His certification as a Specialist in Tax Law by the California State Bar Board of Legal Specialization underscores his deep understanding of the intricacies involved in tax preparation and compliance.

In his current role, Mr. Schroeder manages a diverse portfolio of key projects that include comprehensive estate planning services. He meticulously drafts wills, trusts, and powers of attorney, ensuring that his clients' wishes are clearly articulated and legally binding. Additionally, he provides expert guidance in filing for conservatorships, navigating probate processes, and overseeing trust administration. His commitment to personalized service allows him to tailor solutions that align with each client's unique circumstances and goals.

Mr. Schroeder's proficiency extends beyond estate planning; he is adept at representing clients before various tax authorities, including the IRS, Franchise Tax Board, Employment Development Department, and State Board of Equalization. His extensive experience in tax law enables him to effectively advocate for individuals and businesses, ensuring compliance while minimizing tax liabilities. With a focus on small business formation and ongoing tax strategy, Steven Schroeder is a trusted advisor for entrepreneurs seeking to establish a solid financial foundation. His blend of legal acumen and practical experience positions him as a leading figure in the fields of estate law and tax planning, making him an invaluable resource for clients navigating these critical areas.