Past-Due Sales Tax Settlement (CDTFA)

Service Overview

Sales Tax Is “Trust” Money — and That Changes Everything

Sales tax you collect isn’t your money; you hold it in trust for the state and remit it to the California Department of Tax and Fee Administration (CDTFA). Like payroll trust-fund taxes, unpaid sales tax can be assessed personally against owners and responsible persons — so a past-due sales-tax balance is rarely just a business problem.

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

How Businesses Fall Behind

Cash-flow crunches where collected tax got spent on operations.
Audit assessments adding tax on unreported sales or disallowed exemptions.
Successor liability after buying a business with unpaid tax.
Estimated determinations when returns weren’t filed.

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 confirm the basis and amount of the CDTFA balance (audit-driven assessments are often reducible), then pursue a CDTFA settlement, an installment payment agreement, or an offer in compromise where the business qualifies — while addressing the personal liability exposure so a business resolution doesn’t leave an owner on the hook.

We’re candid about what your facts support and make no guarantees about the CDTFA’s decision.

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

Past due Sales Tax Settlement

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