What Happens if I Receive an Inquiry of Record Notice?

Categories: California Tax Law

What Happens if I Receive an Inquiry of Record Notice? One of the most common audit calls I receive is from businesses who get an inquiry of record notice, or a pre-audit questionnaire. The EDD is going to audit you for three years. What they want to do is they’re looking for the independent contractors...

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The Two Sides of the Taxing Agencies

Categories: General Information

The Two Sides of the Taxing Agencies There are two different sides to every taxing agency. There’s the assessment side and the collection side. On the assessment side, when you file a tax return, you’re self assessing yourself. You’re saying, hey, government, I owe you $10. You can also be assessed by going through an...

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What is a California Residency Audit?

Categories: California Tax Law

What is a California Residency Audit? Recently, I’ve gotten a lot of phone calls from people wanting to leave California. They don’t want to deal with the taxes or the regulation. And people call and want to know about residency audits. The State of California has three classifications for an individual: you’re a resident, you’re...

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Understanding IRS International Compliance: The Streamline Program

Categories: IRS

Understanding IRS International Compliance: The Streamline Program Understanding the IRS international compliance problems can be daunting. Some people are born in another country, have family members in another country, somebody passes away. Now they have a bank account or a piece of property that’s in their name. There are certain requirements when you file your...

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Do I Have to Pay California Income Tax If I’m Moving?

Categories: California Tax Law

Do I Have to Pay California Income Tax If I’m Moving? Most people don’t want to pay California taxes. They end up contacting me because they are going to move to Florid, Texas or Nevada. I warn them to make sure they actually decided to relocate, move their family, move their house, move their driver’s...

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Will the Government Think I’m Guilty if I Hire a Tax Attorney?

Categories: IRS

Will the Government Think I’m Guilty if I Hire a Tax Attorney? One of the most common questions I get when someone reaches out to me for help is will the government agent, or agency, think I’m guilty because I hired a tax attorney? Will they think I’m hiding something or trying to run away...

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What Happens if You Receive an EDD Audit Notice?

Categories: California Tax Law

What Happens if You Receive an EDD Audit Notice? Receiving an EDD audit notice can be a scary thing. The reason why you need to take it so seriously is because there’s a potential personal liability. When you go through an EDD audit, the EDD is generally looking to reclassify workers. You have paid somebody...

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Are You Taking Payroll Tax Seriously?

Categories: Payroll Tax

Are You Taking Payroll Tax Seriously? I get so excited about payroll taxes because most business owners don’t understand how serious it is. If you have an employee working for you, and you are withholding their payroll taxes, you have a duty to pay that money over to the government. Sometimes business owners are struggling...

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What is an EDD Audit?

Categories: California Tax Law

What is an EDD Audit? Businesses that go through EDD audits sometimes don’t understand the process. Where am I? What are my rights? What can I do if I don’t agree with the bill? A quick overview of the EDD processes is you generally start by receiving a pre-audit questionnaire and an inquiry of records...

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What is the EDD Pre-Audit Questionnaire?

Categories: California Tax Law

What is the EDD Pre-Audit Questionnaire? *The following article was updated in March 2024* When a business goes through an EDD audit, it generally starts with a pre-audit questionnaire. You receive an inquiry of records notice and attach to it as this pre-audit questionnaire. You will complete this documentation and send it back to the...

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