Home > Team > Phillip Zagotti

Phillip is an attorney  CPA combo with significant experience representing companies and individuals in federal and state tax defense, tax planning and structuring, bankruptcy, and forensic accounting. 

His practice includes:

Tax Defense

• State and federal tax audits
• State sales and use tax audits
• Innocent spouse relief and defense
• Offer and compromise
• Trust fund recovery actions
• Installment agreements
• Unfiled tax returns
• Currently not collectible status
• Penalty and interest abatement
• State tax credit negotiation and adjustments
• Employee Retention Tax Credit, (ERTC) defense
• IRS Tax Fraud Referral Submission
• State and Federal contractor/employee classification disputes

Bankruptcy 

• Chapter 7 bankruptcy
• Chapter 13 bankruptcy
• Preference payment claw back defense

Admissions

• US Tax Court
• US Southern District of Texas 
• US Southern District of Texas Bankruptcy Court
• US Central District of California 
• US Central District of California Bankruptcy Court
• State of California

• Certified Public Accountant – Texas

Education

Concord Law School at Purdue Global.

• Juris Doctor, December 2019

Baur College of Business at The University of Houston

• Bachelor of Business Administration – Accounting December 2005. 

Books Authored

• The Small Business Disaster Survival Guide – Business Continuation in the Age of Covid-19

Publications

• Legal Account Guide – https://legalaccountingguide.com/

– IRS Penalty Increases and Filing Deadline Changes

• Legal Account Guide

– 5 Mileage Tracking Apps for the Modern Attorney

Speaking Engagements

• Future Business Leaders of America

– Accounting – The Language of Business – A presentation discussing the accounting industry and the various options for those interested in pursuing a career in accounting.  January 7, 2017

• Tanglewood Business at Breakfast Group

– Starting a Business – What They Did Not Tell You – A presentation discussing the struggles facing new entrepreneurs and the importance achieving success at the beginning.  January 19, 2017

• Tax Planning for Real Estate Sales – ljbwealthpartners

– Real Estate Tax Issues – A presentation discussing current real estate tax issues related to personal real estate, rental property, commercial property, 1031 like-kind exchanges, REITs, and Delaware Statutory Trusts.   May 13, 2017

Personal

Phillip is a native Houstonian.

In his spare time, Phillip is pursuing his pilot license.