Facing an EDD or CDTFA Audit? Don't Go In Alone.
We represent California businesses in payroll tax audits with the EDD and sales and use tax audits with the CDTFA. We organize your records, deal with the auditor, and work to keep any assessment as low as possible.
- We review your records before the auditor does
- We communicate with the auditor for you
- Flat price quoted upfront after a free review
Send us the notice. We'll explain what the auditor is asking for, your deadline, and how we can help.
*Audit representation is priced by scope and number of periods under review.
How California Business Audits Work
Audits are about records. The better prepared you are, the smoother it goes.
The period an EDD or CDTFA audit typically reviews, and longer if returns were never filed.
How long California generally requires businesses to keep payroll and sales tax records.
Worker classification is one of the most common issues in California payroll audits.
Audit Help From Start to Finish
From the first letter to the final determination.
EDD Payroll Audits
Representation in California employment tax audits, including wage and withholding reviews.
CDTFA Sales Tax Audits
Representation in sales and use tax audits for retail, restaurants, and convenience stores.
Worker Classification
Employee vs. contractor reviews, and responses when the EDD questions your 1099 workers.
Records Preparation
We organize and reconcile your sales, payroll, and bank records before the audit starts.
Assessment Review
We check the auditor's math and sampling, and push back on errors.
Penalties & Payment Plans
Help requesting penalty relief and setting up a payment plan if you owe.
Our Audit Process
Free Review
Send us your audit letter. We explain the scope, deadline, and your options.
Get Organized
We gather and reconcile your records and find problem areas first.
Represent You
We work with the auditor, answer requests, and present your records.
Resolve
We review the findings and help you close the audit or appeal if needed.
What We'll Need
Bring what you have. Missing records? We'll help rebuild them from bank and vendor statements.
- The audit letter or notice from the EDD or CDTFA
- Sales tax or payroll tax returns for the audit period
- POS reports, sales journals, and resale certificates
- Payroll reports, W-2s, and 1099s
- Bank statements and purchase invoices
- Contractor agreements, if you pay 1099 workers
Common Questions
Why was my business selected for an audit?
Can you talk to the auditor for me?
What if I'm missing records?
Can I disagree with the audit results?
How much does audit help cost?
Got an Audit Letter? Let's Talk Today.
The sooner we start, the more options you have. Get a free review of your audit notice.