Sales Tax Return Preparation

More than just filing numbers

Accurate California sales tax return preparation is more than just adding up taxable sales. Proper deductions, correct application of exemptions, and consistent reporting methodology all affect both your tax liability and your audit exposure. We prepare CDTFA returns that are accurate, well-documented, and defensible.

How a return is prepared has a direct impact on audit risk. Returns with inconsistent deduction patterns, unexplained fluctuations, or improperly documented exemptions attract CDTFA scrutiny. We prepare your returns in a way that minimizes that risk from the outset.

What we provide

• Monthly, quarterly, and annual CDTFA return preparation
• Review and analysis of taxable vs. exempt sales by category
• Proper documentation of deductions and exclusions
• Multi-location and consolidated return filing
• Amended return preparation to correct prior-period errors
• Review of existing return preparation processes for accuracy

Beyond filing

We don't just prepare your return — we help you understand what's in it. For businesses that manage their own returns, we also offer periodic compliance reviews to identify issues before the CDTFA does, and guidance to improve internal processes.

Amended returns

If prior-period returns were filed incorrectly — whether underpaying or overpaying — we prepare amended returns to correct the record. This can result in refund recovery for overpayments and can reduce penalty exposure for underpayments when filed proactively.