Have You Received an ERC Letter from the IRS? Learn More or Contact Us
Categories: California Tax Law
California Tax-Sharing Transparency Bill Would Benefit Everyone California residents should know how much of their tax dollars are going to big-box retailers, local businesses, and the consultants who broker revenue-sharing deals with cities. That’s why a bill moving through the state legislature is such welcome news. In my latest article for Bloomberg Tax, Lauren Suarez and...
Categories: California Tax Law
Taxpayer Advocate Services: How They Can Help with an EDD Issue I work with many San Francisco business owners and taxpayers who are either having issues with the Employment Development Department (EDD) or facing an EDD audit. If you receive an Inquiry Regarding Records notice from the EDD, your business has been selected for an...
Categories: IRS
California Taxpayers Beware: Common IRS Penalties and How to Avoid Them Tax season is here and in full swing. For many San Francisco business owners and taxpayers, navigating the complexities of taxes can be intimidating. And it can be especially daunting knowing the Internal Revenue Service (IRS) is keeping a close eye on your compliance....
Categories: IRS
Beyond Benjamins: Unraveling the Mysteries of Form 8300 It’s tax season and if you’re a San Francisco business owner, this time of year can be hectic as you compile your paperwork and prepare to file all the correct forms with the Internal Revenue Service (IRS). One of the forms that many business owners are confused...
Categories: California Tax Law
5 More Misconceptions about the EDD Recently, I shared with you five misconceptions about the California Employment Development Department (EDD) and whether workers are considered employees. The EDD conducts California state payroll tax audits (commonly referred to as an EDD audit) when a San Francisco business has classified a worker as an independent contractor instead...
Categories: IRS
Can the IRS Audit an International Business We live in a global society and in today’s economy, businesses are increasingly expanding their operations beyond domestic borders. This offers fantastic opportunities to companies. But it also means there are legal and tax issues that business owners may face. As a San Francisco tax attorney, one question...
Categories: General Information
Embracing the Power of Giving Back: A Message to Recent Graduates and Young Attorneys As young professionals, you bring a wealth of knowledge and skills to the table of any non-profit organization. Your expertise — whether in accounting, law or other fields — can be instrumental in guiding nonprofit and community organizations to achieve their...
Categories: IRS
How to Handle Lost Documents in an IRS Audit Facing an IRS audit can be scary. I always advise clients to first, do not panic if you receive a notice of audit. Second, start compiling all the necessary records to prepare, such as financial statements to prepare your audit response. That being said, some San...
Categories: IRS
Did You Receive One of 20,000 Disallowance Letters from the IRS? In a recent blog post, I informed business owners that the IRS announced how businesses can withdraw their Employee Retention Credit (ERC) claims. The ERC has been at the center of growing concerns about aggressive marketing tactics and potential scams surrounding the ERC claims....
Categories: California Tax Law
Just the Facts: 5 Common EDD Misconceptions The California Employment Development Department (EDD) conducts California state payroll tax audits (commonly referred to as an EDD audit) when a business has classified a worker as an independent contractor instead of an employee. This means the EDD can personally assess the San Francisco business owner for “unpaid”...
