Our senior attorneys will look at your return and speak with you to determine what may have triggered the audit. We can then help identify, mitigate, and manage any risk that you may have going into the audit.
We will analyze your tax returns (both current and past), the auditor’s initial document request, and based on the auditor, we will be able to get a sense of the seriousness of the matter.
By the end of the meeting, you will have a strategy and a step-by-step game plan for moving through the audit as quickly and cleanly as possible. These sessions, and the plan that comes out of them, are delivered to you without any further obligation to our firm, regardless of whether you retain us going forward.
The first action we take is to stop collections and provide you with room to breathe. After we have stopped the immediate problem, we then work on putting into place a long-term resolution that you can live with.
Our team will work with you to better prepare you for the audit. We call this a “stress test.” In our experience, preparation and presentation are the keys to success in any audit. Your pre-audit will use the exact same procedure and method that the California state tax authority uses for the “real audit.” In our many years of handling audits, we have become “pros” in responding to their playbook.
By the time your audit comes up, you will be well prepared for it. We will have analyzed every variable and tailored our presentation to minimize your risk. Should there be a need for an appeal, we have the experience of having handled 100s of CA state tax authority appeals across various issues. While we hope for your case to be closed with no change, we are well prepared to go the distance no matter what happens during the course of your audit.
As we have stated in the overview, we have personally seen, up close and personal, and how difficult the state can be when they believe they are owed money. While many people have no concept of how impossible they are to deal with – until they are going through this process – we understand the seriousness of this issue and therefore, do everything we can to intervene.
The state will attempt to use a lot of very aggressive tactics in order to steer taxpayers into paying more than they can afford, so our focus is on evening the playing field by introducing ways to preserve a reasonable quality of life for our clients who owe state taxes. Our focus is to create a real avenue of relief for taxpayers – something that is lacking at the state level.
California tax debt resolution matters generally run between $3,500 and $15,000, depending on the circumstances involved in bringing about the resolution.
That being said, things tend to amplify at the state level in terms of how difficult it is to deal with state tax auditors. Whenever possible, we try to keep the cost down. If a client has a tax debt with both the state and the federal government, there are opportunities available to cut costs by dealing with two problems at the same time.