Keeping Accurate Tax Records in California

January 31, 2025 IRS
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 […]
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What Are the Consequences of Failing an IRS Audit?

January 10, 2025 IRS
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 […]
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IRS Audit Myths Debunked

January 2, 2025 IRS
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 […]
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Is the IRS Keeping my Refund?

December 9, 2024 IRS
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 […]
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How To Be Eligible For The IRS Fresh Start Program

December 9, 2024 IRS
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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What Happens If I Don’t Respond to an EDD Audit Notice?

December 9, 2024 California Tax Law
Receiving an EDD audit notice can be scary. An EDD audit 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 a worker as an independent contractor instead of an employee. The EDD can personally assess the business owner […]
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Can the IRS Audit a Dissolved Business?

December 9, 2024 IRS
I’m often asked by business owners whether the IRS can audit a business once it’s closed or dissolved. Like with many tax law questions, the answer is: A business can be audited after it closes because audits, tax returns, and claims often occur after the business has dissolved. Therefore, it’s important to keep all records […]
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Is VPDI Deductible on Schedule A of a Tax Return?

December 9, 2024 California Tax Law
Voluntary Plan for Disability Insurance (VDPI) Starting January 1, 2024, VP employers will pay a VPDI assessment rate of 0.00154, calculated as 14 percent of the 1.1 percent DI State Plan tax rate, applied to taxable wages. When it comes to California tax returns, there are a lot of questions about what expenses are deductible […]
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Brandessa Hale
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I can't recommend Allison enough! She helped me successfully navigate a stressful EDD audit with expertise and grace. Not only is she incredibly smart and thorough, but she's also genuinely kind—something you don’t always expect from an attorney. Her support and guidance made all the difference. If you need a tax attorney who knows her stuff and truly cares, she's the one to call!
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Robin Christiansen
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Thank you Allison for all of your help and knowledge, and your strong team And referrals. I am beyond grateful. You went above and beyond my expectations.
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Dee Thibodeau
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2024- Working with Allison has been an incredibly smooth experience both times I’ve worked with her. Her expert advice and the support she provides are outstanding, and we’ve had nothing but positive results each time. 2020- I was so impressed with her work during an EDD audit. I would HIGHLY recommend Allison to anyone going through an EDD Audit. From the very first 3 minutes of speaking with her, she was super helpful and professional, while also making me feel like I was talking to a friend, which really helped calm my anxiety. Allison was dedicated to helping us achieve the best possible outcome and was honest about all scenarios, even preparing us for the worst. We ended up with the VERY best outcome because of how she guided us through the process and made sure we had everything ready to tell our story to the auditor. If you want someone who truly listens, understands your business, and will be your biggest advocate, call Allison now! Be ready because she’s quick to respond with both calls and emails.
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Nadine Kunal
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Very thoughtful, concise, and honest advice provided. Would recommend her council to my family.
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Alex L
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We retained the services of Allison Soares for a recent IRS audit. The IRS was claiming we owed an exorbitant amount of money. After interviewing several qualified attorneys, Allison was the obvious choice. During this very stressful time for our family, we appreciated how knowledgeable and responsive she was from the very first call. Her professionalism and commitment to our case was truly impressive. She pointed out a few critical points, that another attorney may have missed, which we believe helped our case immensely. She guided us through this complicated process with great success and we could not have been happier with the outcome of the audit. We are 100% satisfied with her work and would highly recommend her to anyone seeking legal tax advice. Thank you so much Allison, we are truly grateful for all your hard work.
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Daniel Klein
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I called this office to have a tax issue clarified for me. I have never received more candid, honest, and useful information. I would highly recommend Allison Soares.
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Parisa Ansari profile picture
Parisa Ansari
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Allison Soares is incredibly knowledgeable, prompt, and helpful. Her detailed expertise in tax matters made my experience exceptional. Highly recommended!
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Allen Wang profile picture
Allen Wang
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I received an EDD audit letter for my small s-corp business. I feel nervous. Fortunately I found Allison. I talked with her on phone today about my business and my concern, she gave me very solid suggestions and confidence to handle this. She is very honest and I highly recommend her to anyone who has trouble with EDD audit!
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Elie Nader
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Allison Soares is a great tax attorney. She helped my business navigate an difficult tax situation and I am very happy with the outcome