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Categories: California Tax Law
What is an EDD Audit and Why Should I Care About It? *The following article was updated in March 2024* Most taxpayers and business owners are unaware they can be held personally liable for payroll taxes of workers they consider to be independent contractors. Because of a recent case ruling – Dynamex Operations West, Inc....
Categories: California Tax Law
5 Things to Remember When Working with an IRS Agent *The following article was updated in March 2024* 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...
Categories: California Tax Law
What Every Business Owner Needs to Know When They are Working with an EDD Agent *The following article was updated in March 2024* “I am working with an EDD agent, how was my bank account levied?” This is a very common question taxpayers have when they reach out for advice. California state employees are overworked...
Categories: California Tax Law
Assessment vs Collections: What’s the Difference? *The following article was updated in March 2024* 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...
Categories: Payroll Tax
Why Should You Have Concerns about a California State Payroll Tax Audit? *The following article was updated in March 2024* Most taxpayers and business owners do not know that they can be held personally liable for the payroll taxes of their business, even if it is a separate corporation. The EDD handles audits and collection...
Categories: California Tax Law
What is Unique About Doing Business in California? *The following article was updated in March 2024* Most business owners do not realize that when you do business in California, you have to deal with three separate tax agencies. If you were doing business in Wisconsin, for example, you would only be working with the Wisconsin...
Categories: California Tax Law
Why Did the Tax Agency Levy My Bank Account? I had a client call me last week and said, “I’d been working with the government agency and with the EDD … why would they levy my bank account?” It’s really important to understand what side of the agency you’re on. Each taxing agency has an...
Categories: General Information
How I Can Help Taxpayers and Business Owners Navigate the Tax Process I really enjoy my job because I really like to help business owners. I like to help navigate the audit process. I like giving directions and guidance. I always say, “I’m not a magician.” I am there to help guide them. I’m there...
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...
