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California · Serving California

California tax and advisory for businesses and families.

California's tax system is among the most complex in the country. We help companies and individuals there with Franchise Tax Board and CDTFA matters, pass-through planning and transactions, working remotely with on-site visits as needed.

Serving CaliforniaRemote + on site

Metro areas we serve

Los AngelesSan Francisco Bay AreaSan JoseSan DiegoOrange CountySacramento

Engagements are led from our Virginia headquarters with secure document exchange and on-site visits when needed.

California tax issues

Local rules we know well

Federal rules are the same everywhere. State and local rules are not.

  • Franchise Tax Board mattersFTB notices, audits and residency disputes, including moves out of California.
  • Pass-through entity elective taxCalifornia PTET modeling and payment timing for owners.
  • CDTFA sales and use taxRegistrations, filings and audit defense for sellers and distributors.

Communities we serve

Serving the California

Los AngelesSan Francisco Bay AreaSan JoseSan DiegoOrange CountySacramento

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