Allison D.H. Soares

Allison D.H. Soares, Partner

Allison D.H. Soares is a Partner at Vanst Law LLP, where she helps individuals and businesses with avoidance or resolution of tax problems. For 15 years, she has represented clients before the Internal Revenue Services (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and the California Department of Tax and Fee Administration (CDTFA). 

Mѕ. Soares bесаmе a lawyer because she lоvеs hеlріng реорlе. She enjoys fixing problems and handling іѕѕuеѕ, including аudіtѕ, соllесtіоnѕ, арреаlѕ, іntеrnаtіоnаl disclosures, and grumpy реорlе. Oftеn tіmеs, сlіеnts еіthеr trіеd ѕоlvіng thе іѕѕuе thеmѕеlvеѕ оr іgnоrеd іt completely. Shе assists clients with сrіtісаl іѕѕuеѕ, аnd seeks to undеrѕtаnd the issues and gеt to a quісk rеѕоlutіоn.

Nо оnе lіkеѕ tаx lаw. Nо оnе. Professionals ѕuсh аѕ Mѕ. Soares gеt things dоnе properly аnd еnѕurеѕ tіmе аnd mоnеу іѕ ѕаvе. She has the unique аbіlіtу to take соntrоl оf оvеrwhеlmіng еxреrіеnсеs wіth ease.

In addition to her JD and Master of Laws in Taxation, Ms. Soares has an MBA in Accounting. Ms. Soares enjoys advising clients and providing practical advice to her students as an adjunct professor at San Diego State University

Allison is a consistent contributor on tax related content for Bloomberg Tax and ABA American Bar Association, as well as other publications. From 2021 to 2024, she was nominated as a Super Lawyer, as well as a Martindale Hubbell AV Preeminent: Highest Excellence in Legal Ability and Ethical Practice. 

Active in public service, she was appointed by Mayor Todd Gloria in 2021 to join the City of San Diego’s Balboa Park Committee. Assuming the role of Chair in 2023, she leads the committee, responsible for offering advisory insights to the Mayor, City Council, and City Manager on matters concerning the acquisition, development, maintenance, and operation of the city’s cherished Crown Jewel.

Originally from Wisconsin, she lives in the South Park community of San Diego with her husband and two sons.

Awаrdѕ

Volunteer Work

  • City of San Diego Park and Recreation Board Member, 2023 – Present
    Advise the Council through the City Manager on public policy matters relating to the acquisition, development, and maintenance and operation of parks, beaches, playgrounds and recreational activities; review the recreational program; coordinate the work of such committees as may be established; conduct investigations, studies and hearings.
  • City of San Diego Balboa Park Committee
    Chair 2023- Present
    Member 2021- Present
    Allison was appointed and confirmed by the San Diego City Council in 2021 as a At-Large member of the City of San Diego‘s Balboa Park Committee. The Committee serves in an advisory capacity to the Mayor, the City Council and City Manager on policy issues relating to the acquisition, development, maintenance and operation of Balboa Park.
  • Forever Balboa Park, Co-Treasurer and Board Member, 2021- 2024
    Forever Balboa Park, the City of San Diego’s nonprofit partner in sustaining and enhancing Balboa Park. The organization works alongside the City of San Diego and partner organizations to raise the park’s national profile, provide exceptional experiences for the park’s millions of visitors, and ensure that the park is a welcoming and inclusive place for all.
  • Joint Task Force – Merger with Friends of Balboa Park and Balboa Park Conservancy, 2020- 2021
  • Friends of Balboa Park, Treasurer and Board Member, 2019- 2021

Lесturе Pоѕіtіоn

  • Adjunсt Prоfеѕѕоr fоr Tax Prосеdurеѕ, Practice, and Ethics, Chаrlеѕ W. Lаmdеn School оf Aссоuntаnсу, San Diego State University (2014-Prеѕеnt)
  • Individual Tax Planning Adjunct Professor (2019- Present)
  • Tax Procedures, Practice and Ethics (2014- 2019)

Publications

Podcasts

Speaking Engagements

  • IRS ERC Audits and How to Handle Them, California Lawyers Association, Women in Tax, Webinar on 4/16/2024
  • 2024 Tax Updates, Accounting and Finance Women Alliance (AFWA) San Diego on 11/25/2024
  • Year-End Tax Considerations, American Bar Association for GPSolo tax law experts Allison Soares and Lauren Suarez are back to discuss important year-end considerations. Start your holiday season of right by making sure you are prepared for tax season! 11/08/23
  • CA Non-Residency Audits and How to Navigate, Speaker for the California Lawyers Association, Taxation Section, 10/17/2023
  • Beware the Latest Scams by Criminals Posing as the IRS, American Bar Association for the GP Solo Magazine Podcast with Lynn Howell on 8/31/2023
  • California Taxing Agencies Unlocked! Panelist for the California Society of Enrolled Agents (CSEA) seminar with EDD team on 8/29/2023
  • EDD audits and the 8 year look back period for California Lawyers Association Webinar on 8/22/2023
  • 2023 Tax Updates for the San Diego County Bar Association on 3/7/2023
  • 2023 Tax Updates for the Accounting and Finance Women Alliance (AFWA) San Diego on 1/17/2023
  • California Taxing Agencies Unlocked! Panelist for the California Society of Enrolled Agents (CSEA) all-day seminar with the EDD team on 11/10/2022
  • Surviving an EDD Payroll Tax Audit Speaker for the California Society of Tax Consultants on 11/2/2022
  • No, those 87,000 New IRS Agents Are Not about to Break Down Your Door Podcast, American Bar Association, GP Solo Magazine Podcast with Lynn Howell on 10/20/2022
  • Taxes and the Law Podcast, American Bar Association for the GP Solo Magazine Podcast with Lynn Howell on 3/11/22
  • It’s All A Balancing Act, University of San Diego New Letter, Article on Allison Soares, 3/10/2022
  • 2022 Tax Updates for the Accounting and Finance Women Alliance (AFWA) San Diego on 1/17/2022
  • 2021 Tax Updates for the Accounting and Finance Women Alliance (AFWA) San Diego on 1/21/2021
  • California Independent Contractors – AB 5/AB 2257 Panelist for Webinar on 11/4/2020
  • AB5 Lunch and Learn panelist for The Collective on 10/25/2020
  • 2020 Tax Updates for the Accounting and Financial Women’s Alliance (AFWA) San Diego Chapter on 3/25/2020
  • Webinar: Surviving an EDD Tax Audit for the California Lawyers Association Taxation 3/12/2020
  • Year-end tax planning Panelist at the Mentorship, Education, and Global Ambassadorship monthly meeting at the University Club 10/3/2019
  • Are you a business owner, real estate investor, working on international business opportunities, getting ready to incorporate, or wishing to know what true year-round tax planning entails? Panelist for the Benjamin Franklin Investment Series at the University Club on 4/3/2019
  • 2019 Tax Updates Lunch and Learn at US Trust on 2/25/2019
  • 2019 Tax Updates for the Accounting and Financial Women’s Alliance (AFWA) San Diego Chapter on 1/17/2019
  • Workshop: 2018 Tax updates, CSTC – East County Workshop, May 25, 2018
  • Real Talk San Diego Guest Speaker– 1700 AM ESPN with Clare McKee Radio show- 2/27/2018
  • 2018 Tax updates, Silvergate Bank Annual Updates at Green Acres UTC on 2/22/2018
  • 2018 Tax Law Update forLawProCLE, a national provider of continuing education for attorneys on 2/20/2018
  • 2018 Tax Updates, AFWA Dinner: Accounting & Financial Women’s Alliance 2018 Tax Updates
  • Navigating Employer Classification Audits and Collections, North County Payroll Association, Carlsbad, CA 9/21/2017
  • IRS and EDD reclassification audits, South Orange County CSTC on 7/25/2017
  • Workshop: IRS Audits, Collections and International Compliance, Orange County CSTC, on 6/20/2017
  • Enhance Your Knowledge – How To Get Penalties Abated and OICs, Southern California Tax Consultants 6/6/2017 – CSTC – East County – 6/6/2017
  • Enhance Your Knowledge –OICs and Penalties Abated, Southern California Tax Consultants 5/9/2017 – CSTC- Mission Valley
  • San Diego Chapter American Payroll Association: IRS and EDD Reclassification Audits, 4/20/2017
  • Business Tax Strategies, University Club’s Benjamin Franklin Investing Series, 3/28/2017
  • Tax ABCs of Operating a Business from Inception to Closure for USC Todd Inn of Court event 3/15/2017
  • PM Team Power Hour: Choice of Entity & Taxes at Coldwell Banker 2/15/2017
  • Moderator for Representing Clients in SBOE Audits and Strategies for Defending the SBOE Methods of Determining Unreported Sales at the USD-RJS Tax Controversy Institute 12/2/2016
  • Smart Tax Tips for a Healthy Business Panelist at the Connecting Women to Power Event, 11/3/2016
  • Real Talk San Diego Guest Speaker – 1700 AM ESPN with Clare McKee Radio show- 11/04/2016
  • Criminal Investigation and Taxes for CSEA Orange County Chapter Panelist –7/19/2016
  • Speaking Engagement Audit Red Flags and International Tax Disclosures at CTSC East County (6/7/2016)
  • Careers in Tax Law Panelist USD School of Law – Tax Law Society (2015)
  • International Tax Compliance Issues and IRS Audits Panelist, 2015 Mission Valley (2015)- CSEA San Diego Chapter
  • Appeals, Collections & Offshore Voluntary Disclosure Program, North County, Southern California Tax Consultants (2015)
  • IRS Audits, Collections, and International Compliance Panelist at the Orange County California Society of Tax Consultants (2015)
  • Appeals, Collections, OIC, & Offshore Voluntary Disclosure Program IRS & FTB Issues Panelist– Southern California Tax Consultants (2014)
  • 2013 Panelist IRS Audit Red Flags, California Audit & Collection Issues – CSEA San Diego Chapter