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Michael C. Dallo

Attorney Profile

Top Rated Estate Planning & Probate Attorney in San Diego, CA

Dallo Law Group, APC
2150 Fourth Ave
San Diego, CA 92101
Phone: 619-795-8000
Fax: 619-795-8080
Selected to Rising Stars: 2018 - 2021
Licensed in California Since: 2011
Practice Areas: Estate Planning & Probate (10%), Tax: Business (50%), Tax: Consumer (40%)
Languages Spoken: Arabic, English, Spanish
Attorney Profile

Widely regarded as one of the top tax attorneys in the country, Michael C. Dallo possesses an impressive list of credentials. Along with being an award-winning lawyer, he is also a certified public accountant, and he holds a Master of Law degree in taxation from New York University as well as certification as a tax law specialist from The State Bar of California.

In addition to serving as the principal attorney at the law firm he founded, Dallo Law Group, in San Diego, California, Mr. Dallo also teaches tax law as a member of the adjunct legal faculty at the University of San Diego.

Passionate about tax law, Mr. Dallo has achieved unprecedented success representing both individuals and businesses alike with all of their serious tax issues before the IRS.

Drawing from his experience as a CPA, he has an in-depth understanding of tax forms and unique insight into tactics to help his clients minimize their overall tax liability. Over the course of his career, he has helped his clients save millions of dollars in taxes and penalties, and he has regularly obtained significant reductions in tax debt for those he has served.

Recognized for his exceptional service and impeccable professionalism, Mr. Dallo has received numerous awards and honors, including the Ralph Gano Miller Tax Award. He has been named a Super Lawyers Rising Star for three consecutive years in a row, 2018-2020.  In addition, Martindale-Hubbel named him AV Preeminent (Highest Excellence in Legal Ability and Ethical Practice) 2016, 2017, 2018, and 2019. The San Diego Daily Transcript voted him Best of the Bar in 2015, 2016, and 2017 and the San Diego Business Journal named him Most Admired CEO in 2016-2019 named him a CFO of the Year Award nominee for 2016-2020, and granted him the Top General Counsel Award in 2015.

In 2006, Mr. Dallo received dual degrees in accounting and business administration from the University of San Diego, graduating magna cum laude, and he obtained his Juris Doctor from the University of San Diego School of Law in 2011, graduating order of the coif. He is admitted to practice before all California state courts as well as before the U.S. Tax Court, the U.S. District Court for the Southern District of California and the U.S. Court of Appeals for the 9th Circuit.

Practice Areas
  • 10%Estate Planning & Probate
  • 50%Tax: Business
  • 40%Tax: Consumer
Focus Areas

Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Tax Law

Selections

4 Years Rising Stars
  • Rising Stars: 2018 - 2021

Certificates and Credentials

About Michael C. Dallo

First Admitted: 2011, California

Professional Webpage: http://dallolawgroup.com/about/

Educational Background

  • University of San Diego, two bachelor degrees, one in accounting and one in business administration, Honors: magna cum laude
  • New York University, LL.M, Major: Taxation 

Bar/Professional Activity

  • United States District Court for the Southern District of California
  • California Society of Certified Public Accountants
  • United States Court of Appeals for the Ninth Circuit
  • United States Tax Court
  • American Bar Association – Taxation Section
  • American Institute of Certified Public Accountants
  • San Diego County Bar Association
  • California Bar Association

Special Licenses/Certifications

  • Certified Public Accountant (California)
  • Certified Tax Law Specialist (State Bar of California)

Scholarly Lectures/Writings

  • Michael Dallo, will be speaking live at the upcoming FinTech (aka financial technology) seminar on Thursday, March 29th at the San Diego County Bar Association. Michael will be discussing important topics related to how the IRS treats cryptocurrency now and how that might change in the future, including trading, mining, international tax implications, and reporting requirements for foreign holdings.

    , Speaker, The Ongoing Evolution of FinTech: Technology Related to Financial Services for Consumers and Businesses, San Diego County Bar Association, Legal, CPA, Financial Advisors, Internet Technology, 2018
  •  

    He spoke on a panel discussing third-party federal tax liens and what to do when the IRS tries to collect taxes that you do not owe. The panel focused on the differences between nominee, transferee, successor, and alter-ego liability, the procedural safe-guards for third-party liability, discuss ways to protect against such liability, and how to deal with third-party IRS collections efforts.

    , Panel Speaker, Third Annual USD School of Law - RJS LAW Tax Controversy Institute, University of San Diego, Legal, CPA, 2018
  • Professor, Tax Research Professor, University of San Diego, 2017
  • Speaker, Are you Ready for Taxmageddon?, University of San Diego, 2012
  • Speaker, Overview of the IRS Collection Process, California Society of Tax Consultants, 2013
  • Speaker, What Every Tax Practitioner Needs to Know About the Affordable Care Act, University of San Diego School of Law, 2014
  • Speaker, FTB Retroactively Denies Tax Benefits for “Qualified Small Business Stock”, California Tax Lawyers, 2013

Verdicts/Settlements

  • In January 2019 we closed out an audit of an international client living in Germany and was able to save him around $20,000 for that year. The important thing about closing that out was that the IRS agreed with our position that he was not subject to self-employment tax. If we lost on that issue he would be paying self-employment tax every going forward potentially costing tens of thousands extra over the years., 2019
  • Clients are married taxpayers in their 60s who are retired and live in San Diego County. The owed $203,523 and needed help with the balance while also protecting the equity they had in their home. We negotiated an Offer In Compromise with the IRS for $3,983 to settle their debt, and they didn’t have to refinance or take equity of their home., 2021
  • Client is an unmarried taxpayer in his 50s that is self-employed with his own business in San Diego. He owed $177,691 and needed help filing returns, staying current on his filings, and dealing with the large balance. We helped prepare and file some old returns, got him set up a good bookkeeper going forward, and we negotiated an Offer In Compromise with the IRS to settle that debt for $23,596., 2021
  • On February 14, 2020 we got an OIC accepted for $500 on a $36,000 liability to the IRS. He had been unemployed for a while and wasn’t able to take care of kid. Dealing with the IRS debt helped him be able to get a job and he recently started working again., 2020
  • Settled tax court litigation resulting in a tax, penalty, and interest savings of over $165,000., 2020
  • Negotiated IRS penalty abatement in the amount of $141,349., 2020
  • Won CUIAB hearing on petition for reassessment against the EDD, saving the taxpayer over $45,000. Decision was later upheld by the Appeals Board., 2020

Pro bono/Community Service

  • The tradition of giving back to our San Diego community continues year after year for Dallo Law Group. For the 2019 holiday season, Michael Dallo was thrilled to have joined forces with the nonprofit organization, Soldiers' Angels. Year round, we try to remember the service of our veterans and do our best to renew our national promise to fulfill our sacred obligations to our veterans and their families who have sacrificed so much to ensure our liberties. This year, it’s an honor to support Soldiers' Angels and offer a sense of comfort to the men and women of the United States Army, Marines, Navy, Air Force, Coast Guard, their families, and our growing veteran population., 2019
  • Michael Dallo and the Dallo Law Group team partnered with Rady's Children's Hospital- San Diego and donated a toy to every single child staying at the hospital during the 2017-2018 holiday season. They also held a fundraiser where they raised an additional $2700 for the hospital. 

    , 2017
  • Michael Dallo awarded a $5,000 scholarship at the USD Accounting Spring Awards Banquet. Michael Dallo is a proud alumni of University of San Diego, earning his Bachelor of Accounting, Bachelor of Business Administration, and Juris Doctorate at the school. Michael is grateful for the education he received at USD and has tried to give back to the school in any way he can. As a professor of Tax Research at USD’s accounting program, Michael is excited to be able to share the skills and knowledge he learned from USD and his practice. Through this scholarship, Michael hopes to help other students share in the success that he was able to attain because of his great education.

    , 2018
  • Board member for the COP Foundation of Tijuana. The Center for Oncology in Pediatrics Foundation (COP Foundation), is a non-profit organization created in San Diego, California to support., 2013

Videos

  • At Dallo Law Group, we focus exclusively on tax problem resolution. Whether you have been notified of an IRS tax audit, want to file an IRS audit appeal, owe back taxes, or have failed to report foreign bank accounts to the IRS, we can help you, as we have helped thousands of others. We are a team of experienced, award-winning, hard-hitting tax negotiators, both attorneys and CPAs, who can protect your property and prosperity from the IRS and California tax agencies. Our Founder, Michael Dallo, is an award winning San Diego tax attorney who holds an advanced Masters of Laws Degree in Taxation, is a CPA, Certified Tax Law Specialist, and a Professor of Taxation at the University of San Diego. Watch the video above to see first hand how we can help with your case and contact us to schedule a free consultation., Biography Video, Tax, Legal, 2020
  • , Biography Video, Legal, CPA, 2014

Honors/Awards

  • Honors the financial executives who work behind the scenes – the chief financial officers. , CFO of the Year Award Finalist, San Diego Business Journal, 2020
  • We are proud to announce that Dallo Law Group's very own Principal Attorney, Michael Dallo, was named a 2020 Next Top 40 Under 40 finalist by the San Diego Business Journal! Michael will be recognized alongside his fellow influential young leaders in an October publication of the Journal available October 26th., 40 Under 40 Business Leaders, San Diego Business Journal, 2020
  • Dallo Law Group currently staffs four attorney's who are all University of San Diego Law School graduates (all of which have at least two degrees from USD). Michael’s particularly close ties to the University creates a unique connection therefore he is always encouraging of his staff to give back to the school in any way they can. He's honored to have been given the 2018 Law Firm Challenge award last night for having 100% Alumni Donation Participation within our firm.

    , 2018 Law Firm Challenge, University of San Diego, 2018
  • Michael Dallo has been selected a 2020 Top Ranked Lawyer by Legal Leaders!, Top Rated Lawyer, Legal Leaders, 2020
  • Michael Dallo was privileged to be listed alongside his distinguished colleagues who have also reached the highest levels of ethical standards and professional excellence in their categories in San Diego Magazine.

    , Top Lawyers 2018, San Diego Magazine, 2018
  • Michael exemplifies hard work, dedication, ethics and the ability to inspire others to work together to find solutions to business challenges and was recognized for the role he plays in the success of our business and his positive impact on our company during a special ceremony while being named a nominee for the CFO of the Year Award.  

    , CFO of the Year Award, San Diego Business Journal, 2018
  • CFO of the Year, Nominee, San Diego Business Journal, 2016
  • Top General Counsel, San Diego Business Journal, 2015
  • Ralph Gano Miller Award in Taxation, University of San Diego, 2011
  • AV Preeminent (Highest Excellence in Legal Ability and Ethical Practice, Martindale Hubbell, 2017
  • U-T San Diego’s Best:  Tax Law Firm, 2016

    , San Diego's Best: Tax Law Firm, Union-Tribune, 2016
  • Best of the Bar, San Diego Business Journal, 2016
  • Best Tax Law Firm, Union Tribune, 2014
  • U-T San Diego’s Best: Tax Law Firm, 2015, San Diego's Best: Tax Law Firm, Union-Tribune, 2015
  • AV Preeminent -Highest Excellence in Legal Ability and Ethical Practice, Martindale-Hubbell, 2016
  • Most Admired CEO Award Finalist, San Diego Business Journal, 2017
  • Best Tax Law Firm, Union Tribune, 2016
  • Best of the Bar, San Diego Business Journal, 2015
  • Top Young Attorney, The Daily Transcript San Diego Source, 2013
  • U-T San Diego’s Best: Tax Law Firm, 2014, San Diego's Best: Tax Law Firm, Union-Tribune, 2014
  • Most Admired CEO, San Diego Business Journal, 2016
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Office Location for Michael C. Dallo

2150 Fourth Ave
San Diego, CA 92101

Phone: 619-795-8000

Fax: 619-795-8080

Last Updated: 7/15/2021

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