Should I be Worried About a CDTFA Audit?

August 30, 2024 California Tax Law
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 sales tax audits to verify that businesses are […]
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What is the IRS Whistleblower Office?

August 21, 2024 IRS
Did you know the Internal Revenue Services (IRS) has an actual Whistleblower Office? That’s right, the official Whistleblower Office is dedicated to acknowledging the important role whistleblowers play in supporting the country’s tax administration. Since it handed out its first award in 2007 to 2024, the Whistleblower Office has paid over $1.2 billion in awards […]
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I Owe the IRS Money and Need a Payment Plan

August 21, 2024 Federal Tax
There are few things that create more stress than owing the Internal Revenue Services (IRS) money. Unfortunately for many taxpayers, owing money on taxes is a reality of life. But what happens when you owe the IRS money, but don’t have the full amount to make the payment by April 15? While it’s always best […]
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Assessment vs Collections: What’s the Difference?

August 14, 2024 California Tax Law
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 difficult for them to determine who […]
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Why Should I Care About an EDD Audit?

August 7, 2024 California Tax Law
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 practice with the EDD audit. These California Employment […]
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California Payroll and Tax Requirements for Businesses – Complete Guide 2025

July 12, 2024 California Tax Law
Complete guide to California payroll and tax requirements for businesses. Learn about EDD registration, four essential state payroll taxes, filing deadlines, and employee payment compliance rules. 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 […]
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How do I Handle an FTB Audit and Protest?

July 10, 2024 California Tax Law
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 to the state of California. The FTB also conducts […]
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What is the Role of an IRS Auditor?

July 9, 2024 IRS
When the words “IRS auditor” are mentioned, so many people conjure up an image of an individual sitting amongst stacks of paperwork with intense scrutiny and big red AUDIT stamps. While audits can be nerve-wracking, understanding the role of an IRS auditor can help put your mind at ease about the process and provide clarity […]
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Spotting ERC Scams: Warning Signs and Red Flags You Need to Know

July 1, 2024 IRS
During the years of the COVID-19 pandemic, the government tried to incentivize businesses to continue paying their employees by providing the Employee Retention Credit (ERC). This was part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The ERC was a  refundable tax credit and offered to eligible businesses that continued paying their employees […]
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5 Red Flags That May Trigger an IRS Audit

June 27, 2024 IRS
The word “audit” is sure to strike fear in most individual taxpayers and business owners. After all, nobody wants to receive a letter from the Internal Revenue Service (IRS) stating their tax returns and financial matters are being investigated. While you can’t predict exactly when the IRS will decide it wants to audit you, there […]
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Google Review Mark
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Brandessa Hale profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
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