Profile
John Ormonde advises clients on state and local tax controversy, planning, and policy matters. His practice covers all major state and local tax types, including corporate income tax, franchise tax, gross receipts tax, property tax, and sales and use taxes, with wide-ranging experience in California state and local taxes. He works with Fortune 500 corporate taxpayers, partnerships, and high-net-worth individuals across the technology, financial, asset management, manufacturing, and retail industries.
John represents clients at every stage of a tax dispute, from the audit level through administrative appeals, trial courts, and courts of appeal. He also identifies state and local tax refund opportunities and handles the execution of refund claims. Before beginning his legal practice, John worked as a tax consultant in the California national practice group of a Big Four accounting firm, which gave him a practical grounding in the compliance and planning issues corporate taxpayers face day to day.
John is a frequent speaker on state and local tax topics, presenting at conferences and webinars hosted by organizations such as the Tax Executives Institute, California Tax Foundation, California Lawyers Association, and American Bar Association.
Concentrations
- Constitutional and federal limitations on state and local tax
- California income tax
- California local business taxes
- California sales and use tax
الاختصاص
الاختصاص
- Achieved trial court victory in California income tax apportionment dispute for out-of-state corporation.°
- Successfully challenged the application of San Francisco tax penalties in court.°
- Represented taxpayer trade organization in challenge to retroactive change in California income tax law.°
- Represented technology company in San Francisco gross receipts tax controversy and identified multimillion-dollar refund opportunity.°
- Achieved ruling in constitutional challenge to Oakland business tax.°
- Represented asset management company in California income tax appeal.°
- Represented fintech company in San Francisco gross receipts tax controversy and achieved settlement.°
- Represented retailer in San Francisco gross receipts tax controversy.°
- Achieved settlement in Los Angeles, California communications users tax appeal.°
- Represented technology company in corporate income tax appeal before the California Office of Tax Appeals.°
- Advised fintech company on San Francisco Voluntary Disclosure Agreement.°
- Successfully pursued San Francisco Gross Receipts Tax refund based on change in business classification.°
- Received decision that client was exempt from San Francisco Gross Receipts Tax as a financial corporation.°
- Obtained alternative apportionment for high-net-worth individual in San Francisco Gross Receipts Tax controversy.°
- Represented payment processing business in Los Angeles business tax audit and appeal.°
- Advised client on Oakland, California business tax classification.°
- Achieved settlement in Belmont, California business tax controversy.°
- Represented delivery network in California sale and use tax appeal to the California Office of Tax Appeals.°
- Advised payment network on California income tax apportionment.°
- Advised payment service provider on California income tax apportionment.°
- Represented retailer in local sales and use tax apportionment appeal to California Office of Tax Appeals.°
- Represented taxpayers in class action lawsuit against the California Franchise Tax Board that resulted in settlement.°
- Represented fintech company in California income tax appeal to the California Office of Tax Appeals.°
°The above representations were handled by Mr. Ormonde prior to his joining Greenberg Traurig, LLP.
- Tax Consultant, Deloitte Tax LLP, 2015-2017
- Adjunct Professor, State & Local Taxation, George Mason University – Antonin Scalia Law School, 2023-Present
- Visiting Lecturer, University of California, Davis – School of Law, 2019-2021
التكريمات والأدوار القيادية
- Member, California Bar Association Tax Section, 2019-Present
المؤهلات المهنية
-
J.D., University of California at Davis School of Law
- Order of the Coif
- Senior Notes & Comments Editor, UC Davis Law Review
- B.A., Philosophy, California State University, Chico
- California
- District of Columbia