CALIFORNIA INCOME TAX AUDIT

The FTB has been known to "strong-arm" state residents. Have a team on your side that you can trust while going up against this California agency. 

GET TAX HELP

HELPING BUSINESSES AND INDIVIDUALS NAVIGATE CALIFORNIA TAXES

AUDIT PROTECTION

We walk our clients through the audit process and handle it from start to finish. You can trust our team to devise a strategy custom to your situation, and implement it with your best interests in mind. Pass along your burden and let our team of experienced lawyers mitigate on your behalf.

TAX LIENS

Tax liens get in the way of your plans, but we're here to clear the path. Let our team advise you on the best next step and work to get the lien released. Our negotiation tactics and presentation of information ensure success for our clients.

SETTLEMENTS

If you're ready to settle with the FTB, our team will negotiate on your behalf. We take into consideration your goals and lifestyle, and come to a settlement with the FTB you can maintain. Whether it be an Offer in Compromise or Installment Agreement, we will find a solution for you.

When it comes down to an income tax audit, the Franchise Tax Board is looking for the following: 

  • Unreported income
  • Claims for deductions that might be incorrect
  • Missing income records
  • Unfiled tax returns
  • Irregularities in income records

Even if a mistake on your tax return wasn't intentional, the FTB will not hesitate to increase your tax bill when they find it. Tax bills from the FTB can be hefty when accounting for interest and penalties. 

The FTB has the full force of the state behind them, and going up against them can be intimidating and an unfair fight for an individual. With Brotman Law, you will have a team of attorneys on your side working to ensure the audit is a fair match.  

With Brotman Law, we employ a step by step process to ensure we put your best foot forward during the audit.

We pre-audit all of our clients, to ensure there are no surprises when meeting with the auditor. We prepare your documents and present them to the auditor in an organized fashion to help set the tone of the audit. Appearances are very important during an audit, as it affects the auditor's confidence in you having prepared an accurate return. 

Our team shows the auditor we are here to present the facts, and to wrap up the audit as soon as possible.

Going into an FTB audit without a strategy can leave you with a significant tax bill. With Brotman Law, you can be sure your team will have a strategy before speaking with the auditor.

Tax returns can be complicated, and mistakes can be made. Whether it's you or your business being audited, having a microscopic look into your finances can be intimidating and uncomfortable. You don't have to go through it alone. 

If you are being audited, whether you just received the notice, or are heading into appeals, it's not too late to engage a tax attorney to represent you. If you're ready to hand over the fight, contact Brotman Law to have a team of experienced attorneys represent you. 

 

You deserve to life your life without the stress of the FTB breathing down your neck. Our attorneys can give you the space you need while handling the examination. You can be as involved or distant from the audit as you like with Brotman Law.
GET TAX HELP

FREQUENTLY ASKED QUESTIONS ABOUT INCOME TAX AUDITS

01

Why am I being audited?

The FTB audits people for many different reasons, but generally speaking when the FTB audits an individual or business, it's expecting to yield additional tax due and owing on a return. The FTB is looking at the relationship between the amount of income you earn, the amount of expenses you claim, and the net result.

02

I paid my taxes, why do I owe more?

There can be a multitude of reasons why you might owe more state income tax: income change, withholding less throughout the year, change in filing status, or underpaying estimated quarterly taxes if you're self-employed. These are just some of the possible reasons why you could owe more income tax, but with Brotman Law we can identify exactly why.

03

I disagree with my assessment amount. What can I do?

If you have already went through your audit, and disagree with your assessment amount, it's not too late to engage a tax attorney. With Brotman Law, we will walk you through the appeals process, and will go all the way to the U.S. Supreme Court if that is what we need to do.

GET TAX HELP

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.

EXPERIENCED

We've 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.

PERSONALIZED REPRESENTATION

With Brotman Law, you won't be dealing with a pencil pusher. We handle each audit that comes to us with the attention our clients deserve.

BOOK A FREE ASSESSMENT CALL

Set up a quick call with our firm's concierge to see if we're 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.

NEXT STEPS


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.

AS FEATURED ON

Reuters
Super Lawyers
Avvo
The Christian Science Monitor
The Wall Street Journal
The New York Times

STILL HAVE QUESTIONS?

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.