What is an EDD Audit and Why Should I Care About It?

Categories: California Tax Law

audit featured

What is an EDD Audit and Why Should I Care About It? *The following article was updated in July 2022* 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....

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5 Things to Remember When Working with an IRS Agent

Categories: California Tax Law

Lady working on laptop

5 Things to Remember When Working with an IRS Agent *The following article was updated in July 2022* 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...

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Assessment vs Collections: What’s the Difference?

Categories: California Tax Law

Assessment of an attorney

Assessment vs Collections: What’s the Difference? *The following article was updated in July 2022* 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...

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What is Unique About Doing Business in California?

Categories: California Tax Law

Bridge in Orange County

What is Unique About Doing Business in California? *The following article was updated in July 2022* 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...

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Why Did the Tax Agency Levy My Bank Account?

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...

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What is an IRS Exam Change?

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...

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