Jun-24-2025
SoCal Tax Shield
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SALES AND LOCAL TAX

California sales and local taxes (SALT) can be complicated to understand, even for seasoned business owners. It becomes even more convoluted when district taxes are involved. My extensive experience as a sales tax collector and auditor can be incredibly useful in navigating through a complicated audit to successfully defend your business.

Audit Risk Analysis

Businesses are often unaware of their tax exposure and are only made aware through an audit. The audit risk analysis mimics the review of the business operations, sales process, and financial records that auditors perform when conducting an audit and also includes a review of the controls to identify potential security flaws that limits profitability. Effective solutions are offered to prevent tax liability and improve profitability.

Audit Consultation

If you’re in the process of an audit, a credentialed and experienced consultant can significantly affect the outcome of the audit. With over 10 years of field experience performing tax audits, I can explain the audit process and prepare a defense strategy for your business or client.

Audit Representation

If you prefer a full-service to ensure the best possible outcome during your audit, it is best to allow a professional to completely handle the entire audit process. Please see my article on what to do when an auditor calls.

An audit can be incredibly time consuming and expensive for businesses with limited resources. Because SoCal Tax Shield is focused on helping small businesses, we offer an affordable yearly premium that will provide complete audit representation.

Tax Collections

Calls and letters from tax agencies are designed to persuade you to voluntarily comply with the tax liability. As a seasoned tax collector, I understand the collections tactics tax agencies implement to collect tax liabilities despite the hardship it may cause to the business and its owners and employees. I can help remove remove levies, expertly negotiate reasonable settlements or payments, and even challenge the validity of the bill.

Click here to schedule a free consultation.