FTB Personal Audit Representation

FTB auditing your California return or residency? Our Enrolled Agents represent individuals before the FTB and OTA.

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Service Overview

California Personal Audits: Residency Is the Signature Issue

The FTB audits individual returns for the usual reasons, but its defining audit type is residency. California aggressively pursues people who moved out of state, spend significant time in California, or have California-source income — examining where you live, work, bank, register vehicles, and keep family ties.

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 FTB Personal Audits Examine

  • Residency and domicile — the FTB’s signature, highest-dollar individual issue.
  • California-source income for part-year and non-residents.
  • Conformity to federal audit adjustments.
  • Deductions and credits claimed on the California return.

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 hold your representation before the FTB, manage the auditor’s information requests, and build the factual record — which in residency cases means documenting the totality of your ties — keeping the audit scoped and carrying a wrong determination into protest and the Office of Tax Appeals.

Residency audits are won on documentation, and we’re candid about where yours is strong or thin, with no guarantees about the outcome.

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.