State and Local Tax
California Franchise Tax Board
The firm has substantial experience with representing companies, partnership, trusts and individuals before the California Franchise Tax Board. The firm is uniquely located in the San Francisco Bay Area, and our attorneys often make appearances at hearings before the California Franchise Tax Board in Sacramento. The founder of the firm, Steven L. Walker, worked at the California Franchise Tax Board, and our lawyers understand the unique procedural rules involved in representing clients before the state taxing agencies. A sampling of our work includes:
- Representing clients during audit including reviewing audit plans, attending opening conferences, responding to information document requests, managing fact and information gathering, and resolving issues at the audit level whenever possible.
- Preparing and filing written protest letters in response to a Notice of Proposed Assessment and representing clients at protest hearings.
- Negotiating settlements of civil tax matters with the Settlement Bureau of the California Franchise Tax Board.
- Appealing an adverse Franchise Tax Board decision to the State Board of Equalization.
California Residence Disputes
The firm represents individuals who claim that they are not residents of the state of California and are therefore not subject to tax under California income tax law. We handle residency audits, protests, and settlements before the Franchise Tax Board Settlement Bureau. We also advise individuals who seek to leave California and move to a different state.
Annual Sacramento Delegation
Our attorneys stay informed and connected with the state taxing agencies through their involvement with the California State Bar Taxation Section. The firm has presented papers on topics of concern to high-ranking officials of the Board of Equalization, Franchise Tax Board, and the Legislative Staff at the Capital Building in Sacramento as part of the Annual Sacramento Delegation with the State bar.
Sales and Use Tax
The firm represents businesses facing an audit by the Sales and Use Tax Department of the California State Board of Equalization, which is responsible for administering California’s state, local, and district sales and use tax programs. Our attorneys also handle appeals to the State Board of Equalization.
The firm advises clients on property tax matters and represents businesses and individuals before the Assessment Appeals Board in contesting regular assessments, supplemental assessments, and escape assessments. We handle all matters related to property real estate taxes, including valuation disputes, change of ownership disputes, property tax exemptions, and collection issues.