Compliance & Collection Matters

Resolving CDTFA collection actions

Outstanding sales tax liabilities and CDTFA collection actions can have serious consequences — liens on property, bank levies, permit revocations, and personal liability for responsible parties. We help businesses get into compliance and resolve collection matters before they spiral.

Early action dramatically expands your options. The further a collection matter progresses, the fewer tools are available to resolve it favorably. Contact us as soon as you receive any CDTFA collection notice.

Collection matters we handle

• Installment agreement negotiation with the CDTFA
• Offer in compromise applications for eligible taxpayers
• Lien subordination and withdrawal requests
• Bank levy and asset seizure response
• Permit suspension and revocation proceedings
• Responsible person liability defense
• Voluntary disclosure to minimize prior period exposure

Compliance consulting

Proactive compliance is far less costly than reactive remediation. We help businesses establish correct tax collection procedures, evaluate nexus and registration obligations, and implement systems that reduce audit risk going forward.

Voluntary disclosure

If your business has not been collecting or remitting California sales tax correctly, voluntary disclosure allows you to come into compliance on your own terms — typically with reduced penalties and limited lookback periods. We guide businesses through the CDTFA's voluntary disclosure process and negotiate the best possible terms.