David Toback, Attorney At Law: Tampa and St. Petersburg Estate and Tax Work From a Former PricewaterhouseCoopers State-and-Local Tax Manager

By Expert Attorneys

David Toback, Attorney At Law is a Tampa estate-planning and tax firm whose founder came to the work through accounting and a large-firm tax practice, not only through a general estate-planning docket. David S. Toback earned a bachelor's degree in accounting magna cum laude from the University of South Florida and his law degree cum laude from Washington and Lee University School of Law. He began his career as a State and Local Tax Manager at PricewaterhouseCoopers before spending nearly ten years at a Tampa boutique tax firm. He now concentrates on estate planning and probate, with an emphasis on tax planning, asset protection, and business succession planning, and brings more than 20 years of legal experience centered on estate and tax matters. Attorney Jessica Anderson practices with the firm.

The work includes wills, trusts, powers of attorney, and living wills, and also more complex instruments such as dynasty trusts and family limited partnerships. The firm handles probate, elder law and Medicaid planning, business formation and transactions, and tax controversies before the IRS and state and local taxing authorities. It also assists with Florida domicile issues and international estate planning.

The practice has offices in Tampa, at 1211 N. Westshore Blvd, Suite 315, and in St. Petersburg, at 8950 Dr. Martin Luther King Jr. St. N., Suite 204, St. Petersburg, FL 33702. Both offices share the telephone number 813-252-7529. The firm serves clients in Tampa, St. Petersburg, and Lutz, and throughout Hillsborough and Pinellas Counties. The firm's Google rating is 4.8 from 63 reviews.

A domicile change, an IRS controversy, and a later probate or Medicaid-planning file can all stay with a lawyer who used to manage state-and-local tax work at PricewaterhouseCoopers and then practiced for nearly a decade in a Tampa tax boutique. That path, with a second office in St. Petersburg, is how the firm is set up.

David Toback, Attorney At Law
1211 N. Westshore Blvd, Suite 315, Tampa, FL 33607
813-252-7529
https://www.davidtobacklaw.com/