EDD Bank Levy

Service Overview

How the EDD Seizes Bank Funds

To collect unpaid payroll assessments, the EDD can issue a bank levy through an Order to Withhold, freezing funds and remitting them to the state. Because EDD liability can be assessed personally against responsible persons under § 1735, these levies can hit an owner’s personal account, not just the business’s.

Experienced

Experienced tax professionals and enrolled representation

Exclusive

Full compliance with IRS and state tax regulations

Comprehesive

Case‑specific strategies, not one‑size‑fits‑all solutions

Service Benefits

Speed Is Everything

As with any levy, there’s a window between the freeze and the funds leaving your account. Acting inside it is how you keep your money; after that, the focus shifts to preventing repeat orders and resolving the underlying assessment.

Demonstrating financial hardship.
An installment agreement or settlement in exchange for release.
Challenging the levy where the assessment is under appeal or notice was defective.

Experienced Tax Representation

Your case is handled by knowledgeable professionals who understand IRS procedures, state regulations, and negotiation frameworks, ensuring accurate and compliant representation from start to finish.

Strategic Risk Reduction

We implement structured processes to minimize penalties, enforcement actions, and procedural errors while maintaining full regulatory compliance.

Compliance‑Driven Solutions

Every strategy is built in alignment with current federal and state tax laws to ensure defensibility, transparency, and long‑term stability.

Case‑Specific Strategy

No two tax situations are the same. Our approach is tailored to your specific financial circumstances, filing history, and exposure level.

End‑to‑End Case Management

From initial evaluation through final resolution, we manage documentation, communication, and procedural steps with precision and accountability.

Long‑Term Financial Stability

Beyond resolution, we provide guidance aimed at preventing future tax issues and helping you maintain ongoing compliance.

How Its Work

How We Help

We contact the EDD immediately to seek release of the Order to Withhold, confirm required payroll returns are filed, and protect both the business and the individuals since these levies can reach owners personally.

The EDD controls timing, so we won’t promise a date, but a fast, documented response makes the difference on a levy.

01.

First Initial Consultation

We begin with a detailed evaluation of your tax situation, documents, and exposure to determine the most effective strategy.

02.

Needs Assessment Proccess

A customized action plan is prepared in accordance with IRS or state guidelines, ensuring accuracy and full compliance.

03.

Proposal and Agreement

We handle communications, filings, and negotiations while keeping you informed at every stage.

04.

Implementation and Execution

Once resolved, we provide guidance to help you maintain compliance and avoid recurring issues.

Find our mailing address and office location for any postal correspondence

Head Office Address

Email Address

Telephone

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