FTB Appeals

Disagree with an FTB assessment? Protest and appeal to the Office of Tax Appeals with Enrolled Agent representation.

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Service Overview

California Has Its Own Appeals System

When you disagree with an FTB determination — a proposed assessment, a denied refund, a residency finding — you first respond with a protest to the Notice of Proposed Assessment; if that doesn’t resolve it, you can appeal to the independent California Office of Tax Appeals (OTA), which hears cases before administrative law judges.

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

What Can Be Appealed

  • Notices of Proposed Assessment, including residency and income adjustments.
  • Denied refund claims.
  • IRS-conformity assessments you believe California misapplied.
  • Penalty determinations the FTB refused to abate.

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

Why Deadlines Are Everything

Each stage has a firm clock — the protest window on a Notice of Proposed Assessment, and the appeal window to the OTA. Miss one and the assessment can become final and collectible, so our first job is to pin down which notice you have and how long you have to act, then draft and argue the case.

We give an honest read on the strength of your position and never guarantee a 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.

Schedule a Consultation Today

Take the First Step Toward Tax Resolution

No matter how complex your situation may be, professional guidance can make all the difference. Our team is ready to evaluate your case and help you move forward with confidence.