Where California Small Businesses Come For Their Legal Tax Needs

Tax problems don’t resolve themselves. Every day you wait is another day of stress, uncertainty, and potential penalties adding up. Whether you’re dealing with an unexpected audit, worker classification issues, or collection notices that keep you up at night, we’re here to handle it so you can get back to running your business.

Reversed over $500,000 of Imputed Underpayment

Successfully challenged an IRS partnership audit through the modification request process, saving our client over half a million dollars.

Saved over $5.5M in federal tax liability

Represented a day-trader with extensive disallowed wash sales and negotiated a favorable Offer in Compromise, reducing the liability to a manageable amount.

Reduced property tax assessment by nearly 50%

Assisted a trustee facing multi-year property tax reassessment for change of ownership after death of the trust grantor, achieving a significant reduction in assessed value.

Closed multiple EDD worker classification audits with no changes

Defended business owners’ use of independent contractors as falling within the exceptions to AB-5, allowing them to continue operations without costly reclassifications.

Negotiated nearly 50% tax reduction at OTA for sales tax

When a California business owner’s books and records were deemed insufficient at audit, CDTFA estimated under-reported sales tax using available data. We created enough doubt during oral arguments before the California Office of Tax Appeals that CDTFA voluntarily revised the assessment, reducing it by nearly half.