The Ins and Outs of IRS Innocent Spouse Relief for California Taxpayers

Categories: IRS

The Ins and Outs of IRS Innocent Spouse Relief for California Taxpayers As a tax attorney, I’m sometimes asked about IRS Innocent Spouse Relief and what it means for California taxpayers. IRS Innocent Spouse Relief is a provision that allows a taxpayer to be relieved from joint tax liabilities if their spouse or former spouse...

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California Tax-Sharing Transparency Bill Would Benefit Everyone

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...

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Taxpayer Advocate Services: How They Can Help with an EDD Issue

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...

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California Taxpayers Beware: Common IRS Penalties and How to Avoid Them

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....

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What is an IRS Exam Change?

Categories: IRS

What is an IRS Exam Change? At the end of an IRS audit, you will get an exam change. It is a two page form that explains exactly what the adjustments are. Most of the time, there will be additional documents on the back of the exam change. They give more of the details, but...

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What are the California EDD and CDTFA Departments?

Categories: California Tax Law

What are the California EDD and CDTFA Departments? In the state of California, we have a sales tax department and a payroll tax department, thee EDD and the CDTFA. These agencies are so important to explain to business owners, how serious these audits can be. If you end up owing either one of these agencies...

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Can the Voluntary Classification Settlement Program Help Me Avoid an IRS Audit?

Categories: California Tax Law

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Can the Voluntary Classification Settlement Program Help Me Avoid an IRS Audit? If you’re a California taxpayer and business owner, chances are you’ve heard of the EDD audit. This occurs when the California Employment Development Department (EDD) launches an investigation into a business’ California state payroll tax records to determine if the business has classified...

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Beyond Benjamins: Unraveling the Mysteries of Form 8300

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...

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