Most people don’t want to pay California taxes. They end up contacting me because they are going to move to Florida, Texas or Nevada. I warn them to make sure they actually decided to relocate, move their family, move their house, move their driver’s license, move their car registration. If they’re actually moving and intend […]
Read More + Many people find it hard to believe that, in the state of California, there are three separate taxing agencies. In Wisconsin, there’s the Wisconsin Department of Revenue. In New York, it’s the New York Department of Revenue. Most other states have one agency that handles their taxation. In the state of California, we have three […]
Read More + 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 […]
Read More + In the state of California, we have a sales tax department and a payroll tax department, thee EDD and the CDTFA. These agencies are so important to explain to business owners, how serious these audits can be. If you end up owing either one of these agencies money, whether for payroll taxes — whether you […]
Read More + 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 that you have paid, and they are looking to reclassify […]
Read More + 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 audit, you review the documentation with the […]
Read More + 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 a non-resident, or you’re a partial-year […]
Read More + 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 tax return, you need to disclose these […]
Read More + 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 from the government? I always answer the same way. Most government agencies […]
Read More + 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 as an independent contractor. You believe they’re an independent […]
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