Inherited Property in CA? Proposition 19 May Have Changed Everything

For many California families, real estate is more than an asset, it is a legacy. Homes and rental properties are often passed down with the expectation that children can retain them without significant tax consequences. Unfortunately, Proposition 19 (“Prop 19”) dramatically changes those assumptions, and many families are only discovering the impact after receiving a shocking property tax bill.

Prop 19, which took effect in February 2021, reshaped California’s property tax rules for inherited property. While it was promoted as a reform measure, its long-term effects continue to surprise heirs, trustees, and even longstanding estate plans that were created under prior law.

What Changed Under Proposition 19?

Before Prop 19, parents could transfer a primary residence, and often additional real estate, to their children without triggering a property tax assessment. This allowed families to keep property taxes based on historic assessed values, sometimes saving tens of thousands of dollars per year.

Under current law, that protection is mostly gone.

Today, only a parent’s primary residence may qualify for reassessment relief and even then, only if strict conditions are met. The child must use the inherited property as their own primary residence and must file timely claims with the county assessor. Even if those requirements are satisfied, there is a cap on how much assessed value can be excluded. Any value above that threshold is reassessed at current market rates.

Rental properties, vacation homes, and investment real estate no longer qualify for the parent-to-child exclusion. These properties are generally reassessed at full market value upon transfer, often resulting in immediate and substantial tax increases.

Why Families are Caught Off Guard

One of the most damaging aspects of Prop 19 is that it does not automatically apply exclusions. The burden is on the heir or trustee to take timely action and correctly. Some common mistakes include failing to file the required claim forms within the deadline, assuming a trust automatically preserves property tax benefits, believing prior estate plans still provide protection, or no understanding the residency requirement for inherited homes. Once reassessment occurs, reversing it can be extremely difficult or impossible without legal intervention.

Prop 19 is More than a Property Tax Issue

What many taxpayers do not realize is that Prop 19 often intersects with estate planning, income tax, and trust administration. A poorly structured transfer can create not only higher property taxes, but also capital gains exposure, trust distribution issues, and family disputes.

For example, siblings may disagree on whether one child should move into the inherited home to preserve partial tax benefits. Trustees may face liability for failing to advise beneficiaries properly. Heirs may be forced to sell property they intended to keep simply because the tax burden becomes unsustainable. These are not hypothetical scenarios; they are playing out across California every day.

Why working with a CA Tax Attorney Matters

Due to the technical nature of Prop 19, it can be unforgiving and confusing, without the support and guidance of a trusted tax attorney. It is heavily enforced at the county level as well. A tax attorney provides more than general advice and brings legal analysis, advocacy, and strategic planning to the table. A qualified California trusted tax attorney can evaluate whether an inherited property qualifies for any exclusions, ensure proper filings are completed accurately and on time, challenge incorrect or excessive reassessments, coordinate with estate planning professionals to reduce long-term exposure, and represent clients in disputes with county assessors. Perhaps, more importantly, a tax attorney helps families understand their options before irreversible decisions are made.

Education is the First Line of Protection

The biggest risk under Prop 19 is misinformation. Many families rely on outdated assumptions or informal advice, only to learn too late that the rules have changed. Education, planning, and proactive legal guidance can mean the difference between preserving a family asset and facing an unexpected and permanent tax burden.

If you are inheriting property, serving as a trustee, or planning your estate, now is the time to understand how Prop 19 truly applies to your situation. California property tax law is no longer simple and navigating it without experienced legal guidance can be a costly mistake.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

Your Federal Loss Strategy May Not Work in CA

Many California taxpayers assume that if a loss reduces their federal tax bill, it will automatically reduce their California tax as well. Unfortunately, that assumption can lead to unpleasant surprises. California does not always follow federal rules when it comes to net operating losses (NOLs), and right now the gap between federal and state treatment is especially significant.

At the federal level, net operating losses are generally allowed to be carried forward and used to offset future taxable income, subject to certain limitations. For businesses and individuals who experienced losses in recent years, federal NOLs remain an important planning tool.

California, however, plays by different rules.

For tax years beginning in 2024 through 2026, California has suspended the use of NOL deductions for many taxpayers. While losses may still be calculated and carried forward, some higher-income taxpayers and larger businesses cannot currently use those losses to reduce their California taxable income. In other words, you may receive a federal tax benefit from your losses while still owing substantial California tax.

There are limited exceptions. Taxpayers with net business income or modified adjusted gross income under $1 million may still be able to use California NOLs, and certain disaster-related losses are treated differently. We talk about this in our January and February 2025 blog posts.

For everyone else, the deduction is essentially paused. To offset this suspension, California has extended the carryforward period for affected losses. Unfortunately, this does not help with near-term cash flow or estimated tax planning.

This mismatch creates several real-world problems. Businesses relying on federal projections may underpay California estimated taxes. Startups and professional practices expecting losses to shelter state income may find themselves unexpectedly exposed. In mergers or business sales, California loss carryforwards are often overvalued if this suspension is not considered.

The key takeaway is simple: federal tax planning does not equal California tax planning. Loss strategies that make perfect sense at the federal level can fail at the state level if they are not carefully reviewed through a California lens.

If you are carrying forward losses, anticipating losses, or relying on federal projections to plan cash flow, now is the time to reassess. Proper planning may involve adjusting estimates, reviewing eligibility for exceptions, or re-timing income and deductions where possible.

At Wilson Tax Law Group, APLC, we regularly help California businesses and individuals navigate these state-specific pitfalls before they turn into costly surprises. If you’re assuming your federal loss strategy will protect you in California, it’s worth getting a second look and/or legal opinion from a trusted tax attorney before the Franchise Tax Board does.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

Essential IRS Changes Ahead for Partnerships

Partnerships, S corporations, and other passthrough entities are facing a new wave of Internal Revenue Service reporting changes, many of which are complex, technical, and still evolving. As we move into the 2026 tax filing season, one is clear: the IRS rules governing partnership reporting are becoming more intricate, and taxpayers will benefit from professional guidance more than ever.

This year, the American Institute of CPAs (“AICPA”) called on the IRS and Treasury to provide earlier notice, clearer instructions, and more time for partnerships and their advisors to implement new reporting requirements. The goal is simple and that is to reduce confusion while avoiding last-minute surprises that can lead to errors, penalties, or delays. While those recommendations are still being reviewed, they highlight what tax professionals, and their clients, are feeling every day, the reporting landscape shifting quickly.

For partnerships, this means preparing tax filings under new and upcoming rules that impact everything from K-1 disclosures to basis reporting, CAMT implications for corporate partners, and even potential changes to IRS Form 8308 reporting of partnership interest sales. These updates are not just technical, the affect how information flows between partners, how income is allocated, and how compliance risk is managed.

The IRS has released interim guidance to ease some burdens, such as simplified methods for calculating adjusted financial statement income under the CAMT framework. However, these temporary measures still require careful interpretation and planning. Many partnerships will face mixed elections, new documentation requirements, and expanded disclosure responsibilities.

And that is exactly where a trusted tax attorney can make the biggest difference.

At  Wilson Tax Law Group, APLC, we help partnerships understand what these IRS changes mean in practical terms, not just what the regulations say, but how they affect your filings, your partners, and your audit exposure. We stay ahead of IRS updates, advocate for your interests, and ensure that your reporting is accurate, defensible, and aligned with the most current guidance available.

As the IRS continues refining partnership reporting rules, having an experienced tax attorney on your side provides clarity, strategy, and peace of mind; especially when the stakes involve multi-partner allocations, complex transactions, or potential penalties.

If your partnership wants to get ahead of the 2026 filing season, now is the time to plan. We’re here to be your trusted partner and your strongest line of defense, every step of the way.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

AI-Powered IRS: Why Now is the Time to Have a Human Tax Attorney in Your Corner

The Internal Revenue Service (“IRS”) is moving aggressively into the next phase of its modernization strategy – and the shift is more significant than many taxpayers realize. Recent announcements confirm that the agency is rolling out Salesforce-powered AI agents to handle taxpayer interactions, streamline case processing, and triage compliance issues long before a human analyst ever sees the file. At the same time, independent workforce reports show continued reductions in IRS staffing, particularly among experienced revenue agents, appeals officers, and collections personnel.

While the IRS has publicly stated that these changes are designed to “improve efficiency,” “increase efficiency,” and “enhance taxpayer service,” the practical entity is far more complex. For many individuals and businesses, this new system may feel less like modernization and more like enforcement by algorithm and it’s crucial to understand what that means.

Automation and Fewer Experienced IRS Employees = A New Enforcement Landscape

In recent years, the IRS has struggled to rebuild its workforce. Retirements, hiring delays, and a shortage of experienced specialists have created gaps in examination and appeals. Rather than slow enforcement actions, the IRS is turning to AI systems, powered through Salesforce, to help identify discrepancies, flag potential audit triggers, route cases, and generate notices automatically.

For taxpayers, this means: less human discretion, more notices generated faster, fewer opportunities for informal resolution and greater chance of errors. With reduced human interaction, there is less likelihood for judgment or context which trained IRS employees bring to the table as well as reasonable cause and industry-specific nuances. With more notices, this means less time for any human review of taxpayer data and increased room for error; as notices could be relying on incomplete data, timing miscalculations, or outdated information.

At Wilson Tax Law Group, APLC, we are already seeing the consequences. Clients are receiving inquiry letters triggered by algorithmic filters, not by IRS agents reviewing files. Some notices are issued before taxpayers have time to update their filings or respond to prior correspondence. And in many cases, taxpayers are pushed into automated cycles that escalate penalties or collections without meaningful human oversight.

Why Working with a Trusted Tax Attorney is More Essential than Ever

As the IRS becomes more automated, your defense must remain human, experiences, and strategic. Technology can accelerate enforcement, but it cannot interpret your unique circumstances, your supporting documents, or your legal arguments the way a seasoned tax attorney does. An experienced tax attorney can intervene early, communicate with real IRS personnel, identify procedural errors, prepare nuanced legal arguments, and navigate escalations to IRS appeals or Tax Court. More importantly, a tax attorney serves as a buffer between you and the IRS, ensuring that your rights are protected in a system that is becoming more impersonal and mechanized.

The IRS May Be Turning to AI – But Your Tax Advocate Should be Human

Automation is here to stay. The IRS will continue investing in AI tools to manage workloads, reduce staffing pressure, and increase revenue collection. But this does not mean taxpayers must navigate this new environment, alone.

If you receive a letter generated by an IRS AI system or if you suspect you have been flagged by automated review, do not wait. Early intervention can prevent months of unnecessary stress, penalties, and escalating enforcement. While the IRS relies on automated agents, Wilson Tax Law Group, APLC relies on trusted human judgment, careful analysis, and personalized advocacy to protect your financial future. Give us a call, we are happy to guide you every step of the way.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

 

 

 

CA Residency Audits are Surging: FTB Targets Remote Workers Who Claim They “Moved”

California’s Franchise Tax Board (“FTB”) has quietly increased its enforcement on residency audits, and the trend is hitting a growing number of taxpayers who believe they successfully “moved out of California.” With remote work on the rise, more individuals are claiming residency in Nevada, Texas, Arizona, Idaho, and Florida, yet still maintain meaningful ties to California. The FTB is using new data-matching tools to challenge these filings and taxpayers are being caught off guard.

At Wilson Tax Law Group, APLC, we are seeing a pattern emerge: taxpayers who genuinely believed they left California are now receiving residency audit letters questioning where they actually live, earn income, and maintain their economic interests.

Why California is Targeting “Ex-Californians”

California has one of the highest state income tax rates in the nation, and departures from the state are at record highs. The FTB is now reviewing returns for signs that a taxpayer is claiming out-of-state residency while still owning property here, works remotely for a California employer, maintains a CA LLC or S-Corp, uses a California mailing address, and frequently travels to California for work or family needs.

The FTB analyzes credit card activity, cellphone records, online banking logins, EZ-Pass and flight data, all to build a timeline of where you actually spend time. Even short or frequent trips to California can lead the state to classify you as a statutory or domiciliary resident. Read more about part-time resident and nonresident status on the FTB’s website.

Common Red Flags

Based on our case experience, the FTB is aggressively scrutinizing those taxpayers who retain a California home (even if smaller than their main home), children or spouse remaining in California, using California doctors, accountants or business vendors, California based vehicle registration or insurance, and continuing to manage a California business entity. Taxpayers are surprised by how simple actions such as, keeping a California gym membership, could be used to argue continuing residency.

How we can help

Residency audits are highly fact-specific. At Wilson Tax Law Group, APLC, we can assist taxpayers by preparing evidence packages that demonstrate true domicile change, defend against improper FTB conclusions, negotiate audit scope and limit document requests, and handle appeals and resolve complex multi-state tax exposure. For taxpayers planning a move or currently under FTB examination, getting ahead of the issue is critical. Our firm helps clients structure their affairs correctly and defend their rights if challenged.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

CDTFA Rate Changes & Compliance Alerts

As the government returns to full operational status, California businesses are once again squarely on the radar of the California Department of Tax and Fee Administration (CDTFA). With new sales-and-use tax rate changes taking effect, heightened enforcement activity, and several compliance updates quietly released through CDTFA bulletins, now is the time for businesses to get ahead of the changes rather than react to them during an audit. See our firm’s August 6, 2025 blog post on what to do if CDTFA issues an audit and sends a notice.

Whether you are a retailer, e-commerce seller, contractor, professional services provider, or out of state business delivering goods into California, these updates may impact your tax obligations for the remainder of 2025 and into 2026.

CDTFA issued multiple Tax Information Bulletins announcing new district sales-and-use tax rates taking effect July 1, 2025 and again on October 1, 2025. Because California allows cities, counties, and special districts to add their own taxes, the total rate in some jurisdictions is changing.

Now that normal government operations have resumed, CDTFA is signaling a renewed focus on audits, nexus enforcement, and sales-tax compliance reviews. Recent CDTFA announcements also show increased auditor hiring and expanded enforcement resources, two clear indicators that more businesses might be contacted in the coming months.

Who is most at risk

Cash-heavy businesses, e-commerce retailers, out-of-state businesses shipping into California, construction contractors, businesses reporting exempt sales, and entities with inconsistent district taxes on returns. Minor errors, such as using outdated district rates, can be treated as negligence, resulting in penalties, interest, and back-tax assessments.

Why this matters for your business

Even a small rate change can trigger under-collection or over-collection of sales tax. Refer to the CDTFA’s Publication on Collection Procedures for more information. Businesses are responsible for charging the correct district rate based on the location of the sale or delivery, not just the state base rate. Out of state businesses with California customers (including online retailers) must also update their tax-collection systems to avoid CDTFA penalties.

Next steps

Be sure to update your POS systems, accounting software, and invoice templates before the effective dates, if not already. Verify rates based on customer delivery address, not billing address, as these might differ. For businesses with multiple locations, confirm each location’s correct district tax rate.

What businesses can do to plan for 2026

With multiple rate changes, rising enforcement levels, and expanded nexus obligations, businesses operating in California need to be more proactive than ever. The CDTFA has made it clear: errors in tax rate application and recordkeeping will be penalized, whether or not they were intentional.

Now is the ideal time to conduct a sales tax health check or internal audit, review nexus exposure (especially for e-commerce and multi-state businesses, correct outdated systems, and ensure staff are trained on the new rules and sourcing requirements.

At Wilson Tax Law Group, APLC, we help businesses with sales and use tax audits, CDTFA appeals, nexus analysis and multi-state exposure, tax-rate reviews and compliance planning, voluntary disclosure programs, and more. If you’re unsure whether your business is prepared for California’s new tax environment, we can help you review your systems, reduce risk, and avoids costly penalties before CDTFA comes calling.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.

How SB 711 Impacts Your California Taxes

When it comes to California taxes, “conformity” to the federal Internal Revenue Code (IRC) does not always mean alignment. This can create big surprises for taxpayers. With the passage of Senate Bill 711, California has officially updated its conformity date to January 1, 2025. This means the state will now recognize most federal tax provisions that were in effect as of that date but not all of them.

At Wilson Tax Law Group, APLC, we are closely monitoring these changes because the gap between state and federal law is one of the most common causes of confusion, compliance errors, and unexpected tax bills for our clients.

What’s Changing

Previously, California’s conformity date lagged years behind federal law, meaning many federal updates never flowed through to California tax returns. Senate Bill 711 moves that benchmark forward, aligning California with a much more current version of the IRC. This is good news for California taxpayers, particularly those who claimed recent federal deductions or credits that were disallowed at the state level.

However, full conformity does not occur automatically. California is considered a “fixed-date” conformity state and generally has decoupled from many significant federal tax provisions enacted after its specified conformity date (this was recently updated to January 1, 2025 for tax years beginning on or after January 1, 2025). Some of those provisions include bonus depreciation and Section 179 expensing limits, qualified business income (QBI) deductions under IRC § 199A, certain opportunity-zone and clean energy provisions, etc.

Suggested year-end preparations

Review your 2024 and 2025 filing side-by-side. Make sure any carryovers, depreciation schedules, or credit calculations align with California’s updated rules.

Confirm withholdings and estimated payments. If your federal taxable income changes under the new conformity date, your state liability may shift too.

Evaluate business and investment structures. The new conformity date could affect pass-through entities, deferred compensation, and opportunity-zone timing decisions.

Why a Tax Attorney Can Help

California’s partial conformity system often leads to complex reconciliations and audit exposure. A seasoned tax attorney can interpret which provisions truly apply to your situation, amend prior returns if needed, and communicate directly with the Franchise Tax Board or IRS if questions arise. At Wilson Tax Law Group, APLC, we help individuals, professionals, and business owners navigate these nuanced updates, so your year-end planning is proactive, not reactive. Do not let new rules catch you off guard. Turn tax uncertainty into opportunity with trusted legal insight.

If you have any questions regarding your individual or businesses’ state and/or federal tax return(s)/tax liabilities or received a notice from the IRS, FTB, EDD, CDTFA or any other regulatory agency, please call or email Wilson Tax Law Group, APLC, to setup a consultation with our firm.

Wilson Tax Law Group, APLC is a boutique Orange County tax controversy law firm that specializes in representation of individuals and businesses before federal and state tax authorities with audits, appeals, FBAR, offshore compliance, litigation and criminal defense.  Firm founder, Joseph P. Wilson, is a former Federal tax prosecutor and trial attorney for the IRS and California Franchise Tax Board.  Wilson Tax Law Group, APLC, is comprised of former IRS litigators & Special Agents, and Assistant US Attorneys from the US Attorney’s Office, Central District of California, Tax Division, which at the time handled both civil tax lawsuits and criminal tax prosecutions on behalf of the United States of America.

For further information, or to arrange a consultation please contact: Wilson Tax Law Group, APLC

Tel: (949) 397-2292 (Newport Beach Office) 

Tel: (714) 463-4430 (Yorba Linda Office)

Disclaimer: This blog post is for informational purposes only and does not constitute legal, tax or financial advice. Please consult with a qualified attorney, accountant or financial advisor for specific guidance related to your circumstances.