
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.
Metro areas we serve
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.
Services in California
Our full practice, available here.
IRS Audit Representation
CPA representation for IRS and state tax audits, appeals, collections and penalty abatement.
Learn moreTaxBusiness Tax
Tax planning and compliance for mid-size businesses: S corporations, partnerships, C corporations, multi-state nexus, sales and use tax and entity structuring.
Learn moreAssuranceAudit & Assurance
Independent financial statement audits, reviews, compilations and employee benefit plan (401(k)) audits for private companies, government contractors and nonprofits.
Learn moreFederal contractorsGovernment Contracting Compliance
DCAA-compliant accounting systems, incurred cost submissions, indirect rates, pre-award surveys and SBA 8(a) support for federal contractors in the Washington, DC region and nationwide.
Learn moreTransactionsMergers & Acquisitions
Buy-side and sell-side financial due diligence, quality of earnings (QoE) reports, net working capital analysis, tax due diligence and business valuations for middle-market transactions.
Learn moreCommunities we serve
Serving the California
Other locations
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