Joe Haberzetle

JD LLM | Principal

About

As an avid adventurer and mountaineer, Joe knows that no challenge is insurmountable.

Using his legal training and a decade-and-a-half of experience with complex local, state, and multi-state tax matters, Joe has saved millions of dollars for his clients. He works with a wide range of businesses from online retailing to construction to food processing.

In addition to solving problems and finding opportunities, he educates clients to they can operate more efficiently in an increasingly complex tax environment.

Practice Emphasis

  • Multistate income/franchise tax compliance and consulting
  • Washington B&O tax consulting and planning
  • Supply chain and nexus isolation restructuring studies
  • Complex Washington excise tax appeals
  • State sales and use tax, property tax, and unclaimed property

Proven Results

  • Managed state income/tax compliance process for large wireless telecommunications provider.
  • Prevailed at Washington Department of Revenue Appeals Division hearing, resulting in cancellation of a $3 million assessment against a construction contractor.
  • Negotiated favorable settlements with taxing authorities on a variety of issues.
  • Won a $1.5 million reduction in Washington B&O tax liability for a regional grocery chain.
  • Implemented restructuring which saved a Washington manufacturer over $1 million per year in B&O tax.
  • Obtained $500,000 Washington B&O tax refund for a software developer.
  • Identified $1.2 million over-payment and successfully sought corporate income tax refund for a food product manufacturer.

Education

  • University of Washington School of Law, LL.M. in Taxation
  • University of Washington School of Law, J.D.
  • Whitman College, B.A. in Environmental Studies and Politics, with Honors; B.A. in German Language and Literature

Activities

  • Board Member, Snoqualmie Valley Preservation Alliance
  • Member, Washington State Bar Association
  • Member, California State Bar Association