Do I Have a Right to Privacy During an IRS Audit? There is quite a bit of conversation these days about privacy rights and how much the government is allowed to know about individuals’ lives. I hear this question a lot when it comes to the limits to Internal Revenue Service (IRS) power and the […]
Read More + Beware of Tax Scams and Fraudulent Tax Preparers “If it sounds too good to be true, it probably is.” We’ve all heard that expression when it comes to getting a great deal on something. That phrase also rings true when it comes to tax preparers. And unfortunately, tax season brings out the fraudulent tax professionals […]
Read More + *The following article was updated in January 2025* There are not many things more satisfying than filing your tax return and finding out you are getting a refund. Everyone is thrilled when they learn the IRS owes them money. But just because the federal government owes you money, will you actually receive it? Many people […]
Read More + Keeping Accurate Tax Records in California It may sound simple, but one of the best and most effective things you can do to protect your company from an IRS audit is to keep accurate business records. I’ve heard from so many San Francisco business owners who could have avoided complicated audits or inquiries if their […]
Read More + What Are the Consequences of Failing an IRS Audit? Facing an IRS audit can feel overwhelming, especially when it’s your personal or business’ financial future on the line. I receive a lot of questions from business owners and taxpayers asking me what happens if they fail an IRS audit in California. It’s common to worry […]
Read More + IRS Audit Myths Debunked I can’t tell you how many times I received phone calls from clients who are worried about the IRS in one way or another. More often than not, these taxpayers and San Francisco business owners are worried about common IRS audit myths that can be easily debunked. In this post, I’ll […]
Read More + Tips and Deadlines: How to Avoid Late Payments to the CDTFA If you’re a California business owner, the IRS is not the only agency to which you pay taxes. The California Department of Tax and Fee Administration (CDTFA) is known for its sales tax audits. The CDTFA generally reviews retailers who sell items at a […]
Read More + One of the best feelings is filing your taxes and realizing you’re entitled to a refund. The thought of money coming into your pockets is an exciting thing. However, there are a few circumstances in which the IRS may keep your refund, especially if you owe them money in back taxes. Let’s look at the […]
Read More + What is SDI & Is SDI Taxable in California? *The following article was updated in March 2024* If you’re a business owner in the state of California, there are several taxes and regulations that need your attention. It’s critical that you pay attention to the rules and comply with the taxing agencies, or you may […]
Read More + The Fresh Start Program, established by the IRS in 2011, is legitimate but often misunderstood. It did not introduce new options for taxpayers but aimed to expand and clarify existing ones. It’s not uncommon to struggle with paying your federal taxes. I hear from individuals who, through no fault of their own, just cannot pay […]
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