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Categories: California Tax Law
Does California Tax Social Security? I often receive questions about social security benefits and whether it is considered taxable income, especially by the state of California. The answer is: it depends. Social Security benefits, including survivor and disability benefits, are not taxed in California. Social Security benefits, including retirement, survivor, and disability benefits, are not...
Categories: IRS
Records Needed for an IRS Audit in California The words “IRS audit” are enough to trigger panic in any San Francisco taxpayer. While the prospect of an audit can be scary, audits are actually very common and not, necessarily, a reason to panic — especially when you have all the proper records and documentation in...
Categories: IRS
Is Your Side Hustle a Hobby or Business? It’s so common these days for people to have a side hustle in addition to their regular job or business. And why not? A side hustle offers a great way to earn some additional income. That being said, a side hustle is sometimes less than an income...
Categories: IRS
What Triggers an IRS Audit in California? As a tax attorney, I can think of no other than these two words that invoke fear in the hearts of people: IRS audit. After all, nobody wants to receive a letter from the Internal Revenue Service (IRS) stating their tax returns and financial matters are being investigated....
Categories: California Tax Law
5 Things to Remember When Working with an IRS Agent IRS employees are overworked and have very stressful jobs. And in most cases, IRS employees are also underpaid. Here are five simple ways you can have a successful result when dealing with the IRS. Be nice. IRS agents have horrendous jobs and have to listen...
Categories: California Tax Law
Should I Hire a Tax Attorney or an Accountant for a Tax Audit? This is a common question that taxpayers have, and one I receive frequently if someone is facing a tax audit. Given that most people use a Certified Public Accountant (CPA) for tax preparation, you may assume that individual is the best person...
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...
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: Federal Tax
I Haven’t Filed My Tax Returns and the IRS is Coming After Me For many individuals, April 15 tends to be as big of a day on the calendar as New Year’s Day or Independence Day. The national tax filing deadline means that your taxes must be filed and fees paid on or by April...
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...
