FTB Audit Reconsideration

Assessed by the FTB on a return you never contested? We work to reopen it with new documentation.

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Service Overview

Reopening a California Assessment

If the FTB assessed you — often on estimated income after non-filing, or by conforming to an IRS change — and you never got to present your side, you may be able to have the assessment reconsidered with documentation the FTB never saw. This is especially common with residency-based assessments and automatic conformity to a federal audit.

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

When Reconsideration Fits

  • The FTB estimated your income after non-filing, and your actual return shows less.
  • You have records or a filed return that weren’t considered.
  • The assessment followed an IRS adjustment you’ve since corrected or are contesting.
  • A residency determination you can rebut with factual ties elsewhere.

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 obtain the FTB’s basis for the assessment, prepare the correct California return or documentation, and submit a request that addresses each adjustment — coordinating the federal and state cases where the balance stems from an IRS change, and addressing any active levies in parallel.

We can’t promise the FTB will reverse an assessment, but a documented request with genuinely new information often succeeds.

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.