FAQ

Paying California Franchise Tax 2022/2023
Paying Annual Franchise Tax in California — Watch Video Due Dates on your calendar (set up repeat). Email me to sign up for text reminders for tax ...
Thu, 2 Mar, 2023 at 1:29 PM
Communication Tools
Communication is a vital part of a successful engagement in any tax office. Certain times of the year, it can be very challenging. So I offer these tools as...
Thu, 2 Mar, 2023 at 1:31 PM
Are you an accredited investor?
There are specific tax strategies available to an accredited investor.  Who is an accredited investor? An accredited investor, in the context of a natu...
Sat, 28 Dec, 2024 at 1:16 PM
EIN and Conversion : after a corporate reorganization, you only change identity
Per IRS Publication 1635, a new EIN will not be needed where "after a corporate reorganization, you only change identity, form, or place of organiza...
Fri, 29 Mar, 2024 at 3:19 PM
Attorney recommendation for PPP Forgiveness/ Partial forgiveness in California. Do you have an attorney that you can recommend?
I reached out to my professional network and there is a person with a good reputation for you. John D. Milikowsky. Esq, – Managing Attorney Here is a page...
Thu, 16 Mar, 2023 at 8:23 PM
Contractors - AB5 - Important
The Borello test is a legal standard used in California to determine the employment status of workers for purposes of wage and hour laws. It derives its nam...
Sat, 28 Dec, 2024 at 1:03 PM
OKRs, or Objectives and Key Results, are a goal-setting framework commonly used in business
OKRs, or Objectives and Key Results, are a goal-setting framework commonly used in business to drive focus, alignment, and accountability within organizatio...
Fri, 19 May, 2023 at 1:41 PM
De Minimus Safe Harbor - Must adopt the written policy
The Internal Revenue Service (IRS) implemented the tangible property regulations (TPRs) with the issuance of T.D. 9689, effective for taxable years ending o...
Sat, 28 Dec, 2024 at 12:34 PM
Price Objections
The most expensive aspect of my life has been education. My time, experience, and knowledge are the most valuable assets. By asking me questions for one hou...
Fri, 19 May, 2023 at 7:41 PM
How far back can the IRS audit my tax return?
As tax professionals, it is understandable that taxpayers often express concerns about the possibility of undergoing an audit by the Internal Revenue Servic...
Mon, 25 Mar, 2024 at 8:41 PM