The California Franchise Tax Board is very aggressive about collecting state income tax they believe you owe, and even if you live in another state, they will track you down. Here at Brotman Law, we know how to go up against this unwavering agency.
HELPING BUSINESSES AND INDIVIDUALS NAVIGATE CALIFORNIA TAXES
WHO IS THIS FOR?
Residency laws are complex and California taxes drive many residents out of the state. If you have a home, income, a spouse or family in California, and you received a notice from the FTB, you may be on their radar for a residency audit.
The FTB is especially tough on individuals and businesses that are receiving income from California. We understand you are not a tax expert, and we will work to get you in compliance and defend you or your business in an audit.
With Brotman Law, we employ a step by step process to ensure we put your best foot forward during the audit. We frame the facts to work in your favor, and set the tone of the audit without being intimidated by the agent.
FREQUENTLY ASKED QUESTIONS ABOUT RESIDENCY AUDITS
What triggered the audit?
Any activity that raises a red flag with the FTB can trigger a residency audit. It can be something as simple as living in another state and having a second home in California, to a tip-off from the IRS or another third party. Various factors go into the audit, such as where your spouse and your children are, where they go to school, what are the locations of your bank accounts, where you are registered to vote, where your car is registered, and so on.
What is the FTB looking for?
A residency audit is putting a microscope on your life, from your spending habits to where you work. The FTB is looking for ties between you and the state of California, enough to deem you a resident. These audits are especially complex because there is no one factor that determines your residency. They are fact-specific and dive into every aspect of your life. It's important to have thorough documentation to help prove your residency.
Will I owe penalties?
The FTB is intent on recovering as much tax revenue as it can, and will stop at nothing to hunt down taxpayers who they suspect may be withholding tax payments to the state. If the FTB decides you owe taxes to the state of California, the penalties and interest could double or triple your liability. Until you address the problem, the penalties and interest will continue to accumulate. With Brotman Law, we can assess the situation and mitigate the penalties.
WHY DO I NEED A TAX ATTORNEY?
Our tax law firm can ensure you have the best defense
A FIRM YOU CAN TRUST
At Brotman Law, our client's best interests come first. We pride ourselves on our transparency and encourage our clients to call at any time to discuss their case.
We have handled hundreds of audits with the FTB, and know how they strategize. Our team knows how to work with the auditor, instead of against them, to achieve the best results for our clients.
With Brotman Law, you will not be dealing with a pencil pusher. We handle each audit that comes to us with the attention our clients deserve, and devise a specific strategy for each case we receive.
BOOK A FREE ASSESSMENT CALL
Set up a quick call with our firm's concierge to see if we are a right fit. The whole process will take 10 minutes or less. If your matter is urgent we will also help to expedite a meeting with Sam.
After your intake call, you will meet with the Firm Owner and Director of Legal, Sam Brotman for your consultation. Any information that you can provide or any documents you would like Sam to review are always helpful, so we can ensure that you get as much value as possible.
Tax law can be complex, confusing, frustrating, and even scary. We're here to help!
WHAT CAN I EXPECT DURING OUR FIRST MEETING?
The first step in the process is a simple discovery call with our firm concierge, Mireya Larson. Mireya will ask you questions regarding your situation, and schedule you with a consultation with Sam Brotman, owner of Brotman Law.
WHAT'S AFTER MY INTAKE CALL?
Once you have confirmed the details of your matter with Mireya, you will then meet with Sam Brotman, Owner of Brotman Law. During your paid consultation, you will discuss your situation, and Sam will advise you on what the best next steps are. You will leave the session with a tax strategy and a full knowledge of the options available to you.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, I must inform you that any U.S. federal tax advice contained in this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter contained in this website.