California Franchise Tax Board
The firm has substantial experience with representing companies, partnerships, trusts, and individuals before the California Franchise Tax Board. The firm is uniquely situated in the San Francisco Bay Area, and our attorneys frequently appear 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 are familiar with the unique procedural rules involved in representing clients before state taxing agencies.
Representative Cases
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
California Residency Disputes
The firm represents individuals who claim to be non-residents of the state of California and are therefore exempt from California income tax under applicable 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.
