Josh Maxwell, CPA, JD, LLM

San Diego Tax Attorney Josh Maxwell

Mr. Maxwell’s practice focuses on federal, state and local tax issues, particularly civil and criminal tax controversy defense.  Through his controversy work Mr. Maxwell coordinates and defends clients during audits by the IRS, Franchise Tax Board, Board of Equalization, and EDD.  Additionally, Mr. Maxwell works with clients on collection issues with the same agencies, including installment agreements, offers in compromise, and issues surrounding liens, levies, and wage garnishments.

Mr. Maxwell grew up in New York where he obtained his Bachelor’s degree in both accounting and finance from Syracuse University.  Mr. Maxwell has also earned his Master’s of Tax degree from Arizona State University, as well as his JD and LL.M from the University of San Diego School of Law, where Mr. Maxwell is currently an adjunct professor within the tax LL.M program.  Prior to law school, Mr. Maxwell spent time at a large local CPA firm where he became a California Certified Public Accountant.

After law school, Mr. Maxwell returned to public accounting at KPMG.  As a member of KPMG’s federal tax group, Mr. Maxwell advised on many transactions and provided both tax due diligence, tax compliance and regulatory assistance, and tax structuring advice.  Prior to his time in the federal tax group, Mr. Maxwell was a member of KPMG’s International Corporate Services group.  In this role, Mr. Maxwell was responsible for a broad range of U.S. multinational and foreign-owned clients doing business as single entities or in complex ownership structures.  Mr. Maxwell advised these clients on IRS compliance, foreign compliance and a wide range of complex tax matters relating to his clients’ businesses.  Mr. Maxwell’s clients included foreign multinationals with intellectual property issues and other high-tech companies.  Additionally, Mr. Maxwell also spent time at CBIZ in the federal tax group performing compliance and consulting for multiple types of entities.

Following his time at KPMG, Mr. Maxwell worked for a prestigious, local tax attorney specializing in civil and criminal tax controversy defense.

Mr. Maxwell’s unique experience, including 7+ years of public accounting, and education as both a CPA and attorney, allows him to understand the underlying issues and transactions when preparing tax plans or defending taxpayers in front of the taxing authorities.

Mr. Maxwell lives in San Diego with his wife, Lucy, and their two children.

Admitted to Practice:

  • State of California
  • United States Tax Court

Education:

  • University of San Diego School of Law, Masters of Laws in Taxation (LL.M.), 2008
  • University of San Diego School of Law, Juris Doctorate, 2007
  • Arizona State University, Master’s of Taxation, 2003
  • Syracuse University, Bachelor of Finance and Professional Accounting, 2002

Professional Associations:

  • State Bar of California
  • California Board of Accountancy
  • San Diego County Bar Association
  • Co-Chair, Tax Section of the San Diego County Bar Association (2012-Present)
  • American Bar Association

Academics:

  • Professor, UCSD Extension, Taxation of the Business Entity, Summer 2014
  • Adjunct Professor, University of San Diego School of Law, Corporate Tax Reporting, Summer 2011-2013

Awards: