Is It a Good Idea to Meet With Your Sales Tax Auditor?

Is It a Good Idea to Meet With Your Sales Tax Auditor? yYES! a hundred percent go meet with your sales tax auditors spend as much time as possible with your sales tax auditor driving your sales tax auditor completely crazy in all seriousness way that we have had the most success in the firm is by face-to-face contact the more time you spend with these auditors as individuals. The more you get to know them the more they like you the more latitude that gives you people naturally do business with people once you get to know like and trust somebody then you start to develop a relationship with it you know one of the big reasons were successful in problem in law is because we deal with these cases over and over and over and over and over again we deal with the same people over and over and over and over and over again I might not know every auditor in the San Diego office of CDTFA but I know a ton of them and it's really important and we've developed that relationship because of face-to-face contact because an auditor or manager who I'm having a disagreement with is not gonna take it on a reasonable position if they know they have to see me again and again and again and again and again so it's not like you know we're gonna take a hard line on this case and you know hope this never shows up again because there's a level of contact there's a level of familiarity if you decide to represent yourself in the CDTFA on it which I don't recommend but if you do you want to have as much contact as much touch point with you auditor as possible you're not gonna be able to like influence them or buy them dinner bribe them under the table but just having that familiarity developing trust and developing rapport is a very important so I would absolutely recommend you go and meet with your sales tax auditor I would recommend that you bring them into your business I recommend you actually go to see the cafe the meetings will be a lot shorter you'll get the time to interact with in the conference room you can walk them through your documents and you just give them much better presentation by doing.


Sam Brotman, JD, LLM, MBA

Owner and Director of Legal
Brotman Law