Law Office of Kevin Rego

Law Office of Kevin Rego I help clients who are overwhelmed by the IRS find a path out of stress and worry to resolve their tax nightmares with a comprehensive plan for success.

If this is you or someone you know contact me today.

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding ...
08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

When an interest rate matters. This is what you need to know.
08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. H...
08/14/2026

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.
08/07/2026

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to ha...
08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

08/02/2026

You shouldn’t have to spend hours on hold just to get basic answers from the IRS.

If you received an IRS notice and can’t get through—endless phone menus, “technical difficulties,” dropped calls, or callbacks that never solve the problem—you’re not alone. Unfortunately, the IRS notice machine doesn’t pause while you wait. Interest continues to accrue, deadlines keep running, and enforcement (like liens or levies) can move forward if the issue isn’t addressed properly.

My office helps taxpayers cut through the noise and get to a real resolution.

Once I am authorized to speak to the IRS on your behalf, I can use practitioner channels and proven procedures (phone, written submissions, and escalation options when appropriate) to get your situation reviewed by someone with the authority to act—so you’re not stuck in IRS limbo.

If you’re holding an IRS letter right now, start here:

Email or call 650-933-5222 to request a confidential consultation and I’ll help you understand (1) what the notice means, (2) what deadlines matter, and (3) the fastest path to stop the damage and move toward a solution.

Call now to connect with business.

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.
07/31/2026

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back to school rush.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your ...
07/24/2026

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Providing a gift of stock can make sense if handled properly. Read more.
07/17/2026

Providing a gift of stock can make sense if handled properly. Read more.

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

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PO BOX 25052
San Mateo, CA
94403

Telephone

+16509335222

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