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CDTFA Sales & Use Tax Audit Defense- California
CPA/EA representation for retailers, e-commerce, restaurants, and manufacturers.
- California-based CPA/EA representation
- Document-ready responses & organized exhibits
- Partner-led strategy & communication
- No guarantees - straight answers
What We Do
Build the File
Gather sales journals, exemption certificates, purchase invoices (use-tax), reconcile reports, prepare exhibits.
1
Defend Findings
Draft written responses, manage sampling/support, handle calls & meetings with CDTFA.
2
Pursue Relief
Penalty abatement, payment plans, or appeals where eligible (no guarantees).
3
STEP
01
Initiate
STEP
02
Document Request
STEP
03
Draft
Response
STEP
04
Submit
STEP
05
Negotiate
STEP
06
Resolution
What We Do
Retail & Restaurants
E-commerce & Marketplaces
Manufacturing & Wholesale
Distribution
Frequently Asked Questions
What documents will CDTFA ask for?
Sales journals, exemption certificates, bank statements, POS data, purchase invoices, and shipping docs.
How long does the audit take?
Most audits last 3–12 months, depending on scope, records, and CDTFA’s requests.
What if exempt sales/support is missing?
We help reconstruct or organize what you have and address sampling requests.
Can penalties be reduced?
Yes, penalty abatement may be available where CDTFA rules allow.
What if we disagree with the auditor?
We can pursue appeals and payment plans where eligible.
Do you help with payment plans?
Yes, we assist in negotiating manageable payment arrangements when needed.
No guaranteed outcomes
We represent businesses before California EDD and present options including abatement requests, payment plans, and appeals where eligible.
