Ms. Soares is a partner at our firm. As a lawyer, she has representative experience defending individuals and entities before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE).
Prior to joining our firm, Ms. Soares was an associate attorney for four years with a prominent law firm located in North San Diego County, where she advised an array of clients on complex business transactions and developed an in-depth knowledge of corporate, contract, and tax law. She provided information to clients regarding avoidance or resolution of problems with federal, state, and local taxing authorities and also performed various tax-based calculations as well as tax-related research to ensure compliance with state, federal, and international law. Concurrent with this position, she also assisted a tax, accounting, and consulting firm with reviewing tax returns and conducting tax planning and research for individuals, small businesses, and multi-national corporations. Additionally, she researched and analyzed complex issues surrounding the processes and systems of organizations and ensured the implementation of the firm’s endorsed strategic plan, system, and organizational recommendations.
Ms. Soares was raised in Sun Prairie, Wisconsin. She received a Bachelor of Arts degree in Finance from the University of Wisconsin – Milwaukee. After graduation, Ms. Soares moved to Sao Paulo, Brazil to teach English to local business and medical professionals. After a year abroad, she moved back to San Diego and worked as an accountant at Physician Management Group, Inc. for three years. Her pursuit of a Law Degree then took her to Miami, Florida to attend St. Thomas University School of Law, where she excelled, ranked in the top twenty percent of her class, and was an Articles Editor for the Law Review. After her first year of law school, she enrolled in the joint degree program to obtain both her Law Degree and M.B.A in Accounting with a specialization in Forensic Accounting. Ms. Soares earned her Master of Laws in Taxation from the University of San Diego School of Law.
Ms. Soares also expanded on her previous accounting experience with several internships including a position at the United States Securities Exchange Commission assisting internal CPAs and attorneys with external investigations of alleged churning, revenue recognition errors, and a variety of securities fraud claims and an internship position with the Honorable William M. Hoeveler, Senior United States District Judge for the Southern District of Florida. She later interned with the United States Attorney’s Office as a Certified Legal Intern, where she applied her accounting skills in extensive preparation on a multi-million dollar securities fraud case, leading to two days of testimony as a Summary Witness for the U.S. Government.
- Internal Revenue Services (IRS)
- CA State Income Tax: FTB
- CA State Payroll Tax: EDD
- CA Sales Tax: CDTFA (SBOE)
- Corporate Law
- Business Advisory Services