CDTFA Audit & Appeals Specialists

When the CDTFA comes calling, we answer for you.

Sales Tax Solutions provides expert California sales tax consulting — from audit management and appeals to compliance, refunds, and return preparation. Over 10 years of proven results protecting California businesses.

CDTFA Audit Management
Audit Appeals
Compliance & Collections
Refunds & Overpayments
Excise Tax
Return Preparation

Our track record

10+
Years of California Sales Tax Experience
$10M+
In Reduced Audit Liabilities
250+
California Businesses Served
What we do

Comprehensive California Sales Tax Services

We handle every aspect of California sales tax, administered by the CDTFA — so you don't have to navigate it alone.

Sales Tax Audit Management

When you receive a CDTFA audit notice, every decision matters. We manage the entire process — from the initial response through closing — minimizing your liability and protecting your rights.

Learn more →

Sales Tax Audit Appeals

Disagree with a CDTFA audit determination? We build and argue your appeal at the CDTFA Appeals Bureau and the Office of Tax Appeals, with a track record of significantly reducing assessments.

Learn more →

Compliance & Collection Matters

Facing collection action, a lien, or a compliance audit? We help you get into compliance efficiently, negotiate installment agreements, and resolve outstanding liabilities before they escalate.

Learn more →

Refunds & Overpayments

California businesses routinely overpay sales tax. We perform detailed refund analyses to identify overpayments and pursue claims with the CDTFA to recover money you're owed.

Learn more →

California Excise Tax

California's excise tax landscape — covering cannabis, fuel, tobacco, and alcohol — is complex and heavily regulated. We help businesses navigate CDTFA excise tax obligations and audits.

Learn more →

Sales Tax Return Preparation

Accurate, timely CDTFA return preparation for businesses of all sizes. We ensure your returns are filed correctly, on time, and in a way that minimizes audit risk going forward.

Learn more →
Why Sales Tax Solutions

California sales tax expertise you can count on

01

CDTFA matters, exclusively

We specialize exclusively in CDTFA matters. Deep, current knowledge of state-specific rules, procedures, and CDTFA practices means better outcomes for your case.

02

Audit Defense Track Record

Over $10 million in reduced audit liabilities across more than 250 clients. We know how CDTFA auditors work — and we know how to counter them effectively.

03

Transparent, Straightforward Fees

No surprise bills. We discuss fees upfront so you can make informed decisions about your case. Free initial consultation, always.

04

Full-Service Representation

From the first audit notice through appeal, collection resolution, or tax court if needed — we handle the entire process so you can focus on running your business.

$10M+
In reduced audit liabilities

Across over a decade of representing California businesses before the CDTFA — in audits, appeals, and compliance proceedings.


250+
California businesses served

From small retailers and restaurants to manufacturers, distributors, and tech companies — across every major industry in California.


Get a Free Consultation →
How it works

Simple, transparent process

From your first call to a resolved matter — here's what working with us looks like.

1

Free Consultation

Tell us about your situation. We'll review your case, explain your options, and outline a strategy — at no cost and with no obligation.

2

Strategy & Engagement

We develop a tailored plan for your specific matter, explain our fees clearly, and take over all communication with the CDTFA on your behalf.

3

Resolution

We work toward the best possible outcome — whether that's a reduced audit assessment, a successful appeal, a refund, or ongoing compliance support.

Free consultation

Facing a CDTFA audit or notice?
Let's talk.

Get a free, no-obligation consultation. We'll review your situation and tell you exactly where you stand — and what we can do about it.

No spam. No commitment. Just straight answers about your California sales tax situation.