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Categories: California Tax Law
How to Dispute a CDTFA Audit Finding If you’re a California business owner who recently underwent a California Department of Tax and Fee Administration (CDTFA) audit, you may not be pleased with the result. The CDTFA is known for its distinctive sales tax audits and generally reviews San Francisco retailers who sell items at a...
Categories: California Tax Law
Six Tips for Handling a CDTFA Audit If you think the only tax audit that your business will face is from the IRS, think again! The California Department of Tax and Fee Administration (CDTFA) is known for its distinctive sales tax audits. The CDTFA generally reviews retailers who sell items at a retail price and...
Categories: California Tax Law
Should I be Worried About a CDTFA Audit? If you’re a business owner in California, you should be familiar with the CDTFA. The California Department of Tax and Fee Administration (CDTFA) is responsible for administering sales and use taxes, among other taxes and fees, which are vital to the state’s economy. The CDTFA focuses on...
Categories: California Tax Law
Assessment vs Collections: What’s the Difference? Many successful business owners, attorneys, doctors, accountants have called me and said “money has just been taken from my business account and I don’t know what’s going on.” This is one of the biggest issues business owners and taxpayers have when confronted by a tax agency. Sometimes it is...
Categories: California Tax Law
Why Should I Care About an EDD Audit? Did you know that as a business owner, you can be held personally liable for payroll taxes of workers you consider to be independent contractors? That’s right! If you’re a San Francisco business owner and you’ve ever hired an independent contractor, you may want to familiarize your...
Categories: California Tax Law
California Payroll and Tax Requirements for Businesses If you’re a business in California, be prepared to comply with state payroll and tax requirements. Businesses with one or more employees need to follow specific guidelines set forth by the Employment Development Department (EDD) to assure they are complying with requirements such as paid sick leave and...
Categories: California Tax Law
How do I Handle an FTB Audit and Protest? If you’re a California resident or taxpayer, you’ve likely owed money to the Franchise Tax Board (FTB) at some point in your life. The job of the FTB is to administer the California Revenue and Taxation Code. Essentially, the FTB collects the tax money you owe...
Categories: California Tax Law
Make Sure You Know the Three California Tax Agencies Many people find it hard to believe that, in the state of California, there are three separate taxing agencies. In Wisconsin, there’s the Wisconsin Department of Revenue. In New York, it’s the New York Department of Revenue. Most other states have one agency that handles their...
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: 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...
