What it is
When a tax agency sends a notice, a bill you cannot pay at once or an audit letter, how you answer decides how it ends. A notice can be wrong and is worth checking, a balance can often be spread over monthly payments, and an audit goes more smoothly with someone who knows what the auditor will ask for.
Who needs it
- Anyone who has received an IRS or Franchise Tax Board notice or bill
- Anyone who owes more than they can pay this year
- Anyone who has received an audit letter from the IRS or the Franchise Tax Board
- An employer facing an EDD payroll tax audit, a question about whether workers are employees or contractors, or an EDD assessment they disagree with
- A business facing a CDTFA sales and use tax audit
What we do
- Read the notice and check that the penalty and the balance are correct
- Set up an IRS or Franchise Tax Board payment plan that fits what you can actually pay
- Prepare for and handle IRS and Franchise Tax Board audits: gather the records, answer the auditor's requests, and attend the meetings
- Represent employers in EDD payroll tax audits, including worker classification, and in appeals of EDD assessments
- Represent businesses in CDTFA sales and use tax audits
- As a CPA and Enrolled Agent, Kit speaks to the agency for you, so you do not have to call them yourself
What to bring
- Every notice or audit letter, all pages, including the envelope
- The returns the letter refers to
- Records of any payments already made
- For an audit: the records the letter asks for
What happens next
Every letter has a deadline, and later letters give less time than earlier ones. Send the notice as soon as it arrives.
