Anaheim is Orange County’s largest city and home to Disneyland and major hospitality. The tax issues that come out of Anaheim reflect that mix: small-business sales tax audits, payroll tax classification disputes, IRS income tax audits, residency cases for clients moving between California and other states, and ERC audits for businesses that claimed the credit during the pandemic. We handle all of these.

Tax Services for Anaheim Clients

The practice areas we cover for Anaheim businesses and individuals:

  • IRS audit defense. Correspondence audits, office audits, and field audits. See our IRS audit practice.
  • IRS tax debt resolution. Installment agreements, Offers in Compromise, Currently Non-Collectible status, penalty abatement. See tax debt resolution.
  • California FTB defense. Income tax audits and collections from the Franchise Tax Board. FTB defense.
  • EDD payroll tax defense. Worker classification audits (AB5), payroll tax assessments, personal liability under CUIC §1735. EDD defense.
  • CDTFA sales tax defense. Sales and use tax audits, exemption certificate disputes, successor liability. CDTFA defense.
  • Criminal tax defense. IRS Criminal Investigation matters, federal tax fraud charges, voluntary disclosures. Criminal tax defense.
  • ERC audit defense and litigation. Employee Retention Credit audits, appeals, refund suits. ERC practice.
  • Tax strategy and planning. Entity structuring, exit planning, real estate tax, high-net-worth planning. Tax strategy.

Anaheim Orange County Tax Considerations

For Anaheim clients specifically, a few things tend to come up more than they would in other parts of California:

  • Southern California business taxation. The Southern California economy generates a particular set of tax issues, and the local tax base affects how the FTB and CDTFA approach audits in the area.
  • Multi-state issues. California’s aggressive residency rules and sourcing rules apply to Anaheim residents who work or earn income in other states. See our multi-state practice.
  • EDD aggression on worker classification. The EDD audits businesses across Orange County on AB5 compliance. Anaheim businesses using independent contractors should plan for this.

How We Work With Anaheim Clients

Brotman Law is based in San Diego, and the vast majority of our representation work happens by phone, email, and video conference — the IRS, FTB, EDD, and CDTFA conduct most of their work remotely now, so our clients are nationwide. For Anaheim clients, we handle the full matter without you driving anywhere. When in-person meetings are needed (rare for most tax matters), we coordinate at a location convenient for you.

Engagement starts with a free 15-minute call. We review the notice or the issue, identify what you are facing, and quote the work either as a flat fee or with a written budget for hourly engagements. You see the fee structure before you sign.