Real Tax Answers.

An IRS payment plan allows you to pay off your tax debt in monthly installments instead of one lump sum. We help you choose the right plan type, negotiate affordable terms, and stay protected from IRS collection actions while you pay.

A continuous levy takes a portion of your paycheck every pay period until resolved. Unlike a bank levy, it doesn’t stop on its own.

The Franchise Tax Board audits California income tax returns independently of the IRS — with a 4-year statute of limitations, a 60-day protest window, and automatic triggers when the IRS changes your federal return.

An IRS information document request — issued on Form 4564 — is one of the primary tools agents use during an examination. You are not required to produce every document requested. But ignoring an IDR has real consequences. Here’s how to respond strategically.

I represent individuals and businesses at every stage of IRS collections — from the first notice through CDP hearings, Offers in Compromise, and Tax Court litigation.

An IRS audit is a legal dispute, not an accounting review. The type you’re dealing with tells you a lot about what the IRS thinks it found — and what your response should look like.

Deferring capital gains on California investment property — and handling the mechanics, the QI, and the FTB clawback trap the right way.

If the EDD sent you a Pre-Audit Questionnaire, a payroll tax audit has started — the questionnaire is the auditor’s first fact-gathering move, not paperwork. How you answer it shapes the entire worker-classification examination that follows. Here is what it asks, why each question matters, and how to respond without boxing yourself in.

IRS Criminal Investigation is the only IRS division with law enforcement authority. Special agents are armed federal officers. If CI has contacted you or you suspect an investigation is open, here is how this works.

Tax avoidance is legal. Tax evasion is a federal felony. The distinction turns on one word — willfulness — and what that word means in a criminal tax case is more specific than most people realize.

An Offer in Compromise settles tax debt for less than you owe — when the numbers support it. We run the analysis honestly, file offers that can actually be accepted, and defend them through appeal.

The U.S. Tax Court is the one forum where you can dispute the IRS before paying. We petition, litigate, and settle Tax Court cases for San Diego taxpayers — and prepare every case as if it will be tried.

EDD payroll tax penalties stack in layers. The base assessment includes unpaid UI, SDI, ETT, and PIT withholding across up to 12 quarters , then CUIC §1126 adds 15% for late filing, §1127 adds another 15% for negligence, and §1128 can add 50% for fraud — before Labor Code §226.8’s per-worker civil penalties even apply.

When the IRS denies your ERC claim or refuses to process it, litigation is the path that forces them to act. We file ERC lawsuits in federal court and Tax Court to recover the refunds our clients are owed.

The short answer is yes — federal prison is a real outcome for tax crimes. The longer answer is that criminal prosecution requires willfulness and an affirmative act. Most people who owe back taxes, or who haven’t filed, are in civil territory, not criminal.

If you owe the IRS more than you can pay in full, you have options. Four resolution paths exist — and the right one depends on your income, your assets, and how much of the IRS’s 10-year collection window remains.

I represent California businesses in EDD audits, worker reclassification assessments, and California Unemployment Insurance Appeals Board proceedings.

The ERC filing deadline has passed. The IRS audit program has not.

Every Form 941-X is a separate claim to the federal government. DOJ is actively using the False Claims Act to pursue ERC fraud — including treble damages and civil penalties per return. Here is what employers need to understand.

Part of our comprehensive guide: The Ultimate Guide to Cannabis Industry Tax Pitfalls

Part of our comprehensive guide: The Ultimate Guide to Cannabis Industry Tax Pitfalls

The One Big Beautiful Bill Act extended the IRS examination window for ERC claims. Here’s what the new ERC audit window means for open claims — and what to do if you receive an audit notice.

Tax debt forgiveness is real, but it does not work the way TV ads promise. We explain the legitimate IRS programs that can reduce or eliminate your tax debt and which one fits your situation.

The IRS does not have forever to audit you or collect your tax debt. Understanding these time limits is one of the most powerful tools in tax defense.

A CP2000 is a proposed change — not an audit and not a final bill. You have 60 days to respond. Here’s what it means and what to do about it.

The IRS audits less than 1% of returns, but certain factors dramatically increase your odds. Know what triggers scrutiny so you can file with confidence.