Help For Businesses Facing An SBE Audit

When the state of California has questions concerning the amount of sales tax collected and submitted by a taxpayer, the State Board of Equalization (SBE) — sometimes referred to just as the Board of Equalization (BOE) — will likely initiate an audit. Whether the SBE uses a direct audit or a mark-up audit approach, it will put the company under intense scrutiny and place it at risk of being assessed hefty amounts of additional tax.

The Proactive Approach And Knowledgeable Counsel Needed For Success

At the Law Offices of Robert T. Leonard, we know how much you and your business have at stake in an SBE audit. Accordingly, we do not wait for the SBE to take action. Once you receive notice that an audit is imminent, we immediately begin to build a powerful case on your behalf.

You will work directly with attorney Rob Leonard throughout all stages of your case. As both an attorney and CPA (inactive), Mr. Leonard is able to level the playing field with taxing authorities, who employ many lawyers, CPAs (inactive) and other professionals just for the purpose of auditing taxpayers. His comprehensive understanding of state and federal tax law is vital to the resolution of not only SBE audits, but also any audits that are triggered by the SBE referring the results of your audit to the FTB, IRS or other taxing authorities.

Our proactive approach to SBE audits and other tax matters has led to many successful outcomes for our clients, and has given us a reputation as one of the state’s premier resources for tax litigation and tax controversy cases.

In the event that an agreement cannot be reached with the SBE and the agency issues a notice of determination, we are equipped to file an appeal on your behalf as well as help you assess whether a different option is better suited to accomplishing your goals.

Contact The Law Offices Of Robert T. Leonard

Call 818-485-2115 to get a free consultation and the trusted advice you deserve. You may also contact us online. We serve the SBE audit needs of clients in Woodland Hills, Los Angeles and the San Fernando Valley and throughout the United States.