Board of Equalization Audit

    Have A Local Tax Expert Provide You With A Free Consultation Today!









    Leading Tax Group

    If you have been informed that you will have a Board of Equalization audit performed against your business, it is vital that you have a team to represent you. The experts at Leading Tax Group are here to help you and provide you with the representation and guidance you need from start to finish. Our expert tax professionals in CA are experienced in Board of Equalization audits and will assist you through the entire thing. Call our office now to receive a FREE consultation.

    When you must undergo a Board of Equalization audit, you need to be prepared. Companies should have their resale certificate handy and current or else they may not receive relief from their liability for tax. What this means is that your company may still be found liable for a tax debt, which is payable immediately to the IRS.

    If you do not have the proper resale documentation needed, the auditor may require your company to complete many forms. The auditor will typically provide you with the required forms for you to fill out. It is important that you speak with an experienced tax professionals in CA before you fill out the forms on your own.

    If you have any questions about the forms, now is the time to get in touch with us and inquire about them. We are the Board of Equalization audit experts in CA – call our office now.

    XYZ Letter Process and What to Expect

    During a Board of Equalization audit, you will receive about four weeks to prepare and send in all of the XYZ forms and any appropriate documentation along with it. It is recommended that all forms be completed in their entirety and sent back to the Board of Equalization or California Department of Tax and Fee Administration.

    If you fail to send in the proper forms or you fill them out incorrectly, once the timeline for delivery has passed, the Board of Equalization will determine the tax liability of the sales and methods in question. Sometimes, if a customer is no longer in business and the taxpayer is unable to obtain the information needed, the sale is often considered a sale for resale.

    You do not want to be stuck in a position where you cannot show who made purchases or where the money went. It is important to keep thorough and accurate records of all sales, for this purpose.

    Contact Us
    Leading Tax Group

    Protect Yourself Now!

    Our experts will educate you in the mistakes made previously to help avoid getting into a similar mess in the future.

    Leading Tax Group
    Contact Us For A Consultation
    Leading Tax Group
    Immediate Protection From Accruing Penalties: Let Our Experts Defend You
    Leading Tax Group
    Attain Status of Compliance
    Leading Tax Group
    Reduce Liability

    Frequently Asked Questions

    Headquartered in Encino, California with multiple local branch offices in your backyard to serve you at your convenience. Leading Tax Group can schedule a face to face consultation to represent your case with the IRS, FTB, EDD, as well as CDTFA Audits.

    The worst thing you can do is ignore it or take no action. This will move you closer to being levied. The best thing you can do is be proactive and call us for a quick analysis at 800-900-4250. IRS notices are time sensitive. Call or CONTACT US NOW

    We are one of the only tax resolution firms in the country that has a separate division dedicated to our clients that owe over $1 Million Dollars. The IRS formerly referred to their dedicated resource to pursue big tax liabilities as “the large dollar unit” of the IRS.

    As with any larger prize, the IRS can be considerably “more focused ” in their collection efforts. Your assets are essentially exposed for possible seizure unless protections are provided. Please call us at 800-900-4250 to start protecting your assets today.

    It is too costly to wait. CONTACT US NOW

    The IRS has simply made it easier to repay your taxes due based on making it easier to qualify for long standing programs offered by the IRS. Do you qualify for any of these programs? Call us at 800-900-4250 to offer facts, or CONTACT US NOW

    If the IRS levies your account, you are definitively in IRS collections. There may be a limited window of opportunity to get the funds back before they are forwarded to the IRS from your bank. Call us ASAP at 800-900-4250 for help or CONTACT US NOW

    If the IRS levies your wages, you are definitively in IRS collections. There may be a limited window of opportunity to reverse the process OR avert it all together. Call us ASAP at 800-900-4250 for immediate help or CONTACT US NOW

    If the IRS visits you in person, their intention is to collect on the taxes due OR have you commit to moving forward on a settlement based on their terms. Call us sooner than the IRS visit if at all possible OR immediately after the visit at the latest we will put together a strategy

    800-900-4250 or CONTACT US NOW

    Call us immediately upon this at 800-900-4250 or CONTACT US NOW

    A tax lien is an encumbrance upon which the IRS provides a guarantee that the tax debt will not go overlooked. It can affect your ability to borrow money and can have other negative effects. Please call us for a complimentary evaluation of your case. We can help in most cases 800-900-4250 or CONTACT US NOW

    This requires a good strategy, as the IRS will likely scrutinize delinquent returns filed all at once. Call us at 800-900-4250 or CONTACT US NOW

    This requires a good strategy as well, as the IRS will likely scrutinize your return(s) beyond your expertise to fend off unwarranted assessments. Going it alone can cost you far more ……in the end. Call us at 800-900-4250 or CONTACT US NOW

    An IRS audit can be prompted by many items on your return for which you must provide clarity, proof , including but not limited to :

    1)Excessive or inappropriate expenses declared on a Schedule, especially if your declared expenses exceed your declared income as a result.

    2)Suspected undeclared income

    3) Any and all suspected mis-categorizations or inaccurate entries on the return CONTACT US NOW

    It is crucial to put together a plan or strategy to deal with the past due p/r taxes, as the tendency to get further behind can jeopardize your entire business operation. Our team can structure a plan to repay the back taxes, stay current with new payroll obligations , as well as manage your other payables to keep your ship on track.

    Call us at 800-900-4250 or CONTACT US NOW

    Reaching this milestone based on overdue taxes should not have to be with the right help. We can take more facts related to the issues to structure a repayment plan to get you back to speed OR avert a shut down altogether in many cases. Call us at 800-900-4250 or CONTACT US NOW

    The State can mandate a repayment schedule not to your liking, involuntarily collect on the debt OR eventually close the business. A proper and proactive strategy can avert these inconveniences in many cases. Call us at 800-900-4250. We can take facts and put together and implement a plan that works for you. CONTACT US NOW

    Our team of expert practitioners can quickly evaluate you data to put together a comprehensive, accurate and conscientious return(s) to meet compliance standards to get you back to speed. Once we’ve helped you reach the mountain top….it’s all downhill from there… Call us at 80-90-4250 to get started or CONTACT US NOW

    Indeed, however, this embarrassment should not be a part of your future. This possible eventuality can often times be averted, and the aversion emboldened with our help. When a taxpayer is in IRS collections , we can get between you and the IRS to provide protections, get additional time to respond if warranted, and ultimately help settle on terms you can afford. CONTACT US NOW

    All cases are different based on the facts related to the case. Our team can help shorten the time that you are at the mercy of the IRS. Call us at 800-900-4250 for a quick analysis of your case. Avoiding the tax issue can have negative consequences for much longer than expected. CONTACT US NOW

    These are called SUBSTITUTE FOR RETURNS or SFRs. The IRS filed returns are based on gross reported income WITHOUT the benefit of items afforded yourself, such as Write Offs, deductions and credits. IRS filed returns can typically yield balances due that a much higher than the real balances due had you filed your own returns. We can help correct the record. Who wants to pay more in taxes than they actually owe? Call us for a quick analysis at 800-900-4250 or CONTACT US NOW

    Contact Our Office Today

    Whether you have just discovered that you will be part of a Board of Equalization audit or you have questions about an existing audit, it is time for you to sit down and call Leading Tax Group. We are here for you and we will provide you with the information and help you need. Our expert tax professionals in CA are ready to speak with you. Call our office today!