Franchise Tax Board (FTB) Audit Help

Service Overview

Understanding an FTB Audit

An audit from California’s Franchise Tax Board examines your state income tax return — and California audits look different from IRS audits. The FTB’s signature issues are residency (whether California can tax you at all), California-source income, apportionment and nexus for businesses, and conformity to federal audit changes that flow automatically to your state return.

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

Why FTB Audits Deserve Specialized Defense

California is uniquely aggressive on residency, pursuing people who moved away or split time in-state, and its long 20-year collection statute means an unfavorable assessment lingers. The FTB also frequently piggybacks on IRS results, so a federal problem can become a state one automatically — which is why handling both together is often essential.

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 represent you before the FTB, manage the auditor’s requests, and build the factual and legal record — documenting residency ties, defending sourcing and apportionment, and reconciling to your federal filings — keeping the audit scoped and carrying a wrong determination into protest and the Office of Tax Appeals.

We’re candid about the strength of your position and make no guarantees about the result.

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.

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Head Office Address

Email Address

Telephone

Franchise Tax Board (Audit)

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