California State Tax Case Resources

California State Tax Case Resources

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667

Federal Tax Case Resources

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667

California State Tax Resources

California State Tax Resources

Office of Tax Appeals Hearings

The Office of Tax Appeals (OTA) is an independent and impartial appeals body created by the Taxpayer Transparency and Fairness Act of 2017. The office was established to hear appeals from California taxpayers regarding various taxes and fees administered by the California Department of Tax and Fee Administration and the Franchise Tax Board.

California Franchise Tax Board (FTB)

MyFTB gives individuals, business representatives, and tax professionals online access to tax account information and online services.

California City & County Sales & Use Tax Rates

The mission of the CDTFA is to make life better for Californians by fairly and efficiently collecting the revenue that supports our essential public services.

California Employment Development Department

EDD Services. The Employment Development Department (EDD) offers a wide variety of services to millions of Californians under Unemployment Insurance (UI), State Disability Insurance (SDI), workforce investment (Jobs and Training), and Labor Market Information programs.

CARES Act – What About Partnerships?

CARES Act – What About Partnerships?

If your business is a partnership (particularly one under the Bipartisan Budget Act of 2015 (BBA)), you may have already filed your returns in March of 2020 for the 2019 tax year, and typically you would not be able to file an amended Form 1065 under the BBA.  What if you are entitled to some tax relief under the CARES Act?  Are you out of luck if you already filed?

The IRS is giving retroactive relief to partnerships who are subject to the BBA pursuant to Rev Proc 2020-23If your partnership is subject to the BBA and filed Form 1065 before Rev Proc 2020-23 was issued, you may be able to file an amended partnership return and furnish all corresponding Schedules K-1 to the IRS, but you must do so before September 30, 2020. 

There are additional rules and guidelines outlined in this article

If you are currently under IRS examination or audit, you may have additional questions or concerns regarding your options as it pertains to the CARES Act. 


If you have tax questions, please feel free to reach out to Mendes Weed, LLP at (925) 390-3222. 

In addition, we are currently assisting clients with tax law, divorce, probate, estate planning, business law, civil litigation, child custody, unlawful detainers, and other matters during this difficult time.  We have attorneys who can work remotely for you and put your concerns at ease. 

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667

Good News for Social Security Recipients!! – CARES Act in Response to COVID-19

Good News for Social Security Recipients!! – CARES Act in Response to COVID-19

Good News for Social Security Recipients!! – CARES Act in Response to COVID-19

Initially, under the CARES Act, social security recipients were going to have to file income tax returns, even if they normally did not have a tax return filing requirement.

However, after much backlash, this is no longer a requirement.  This is great news for recipients of social security benefits who would not normally need to file an annual income tax return.  It is a difficult time for us all, and requires that an individual who would not normally need to file an income tax return, which is an added burden.

Congress has provided the U.S. Treasury a way to rely on Form 1099-SSA instead of a Form 1040 in order to issue stimulus checks.  You can find this updated information on the IRS website here.  The IRS website states,

“Since the IRS would not have information regarding any dependents for these people, each person would receive $1,200 per person, without the additional amount for any dependents at this time.”

This is great news for many seniors, many veterans, and many disabled individuals who may have been previously concerned about the added burden of needing to file an income tax return.


If you have any questions about this, other tax law matters, probate, conservatorships, estate planning, divorce, civil litigation, or unlawful detainers, we hope you will contact Mendes Weed, LLP, today.  We are here to help you at this difficult time.  Just call (925) 390-3222.

BEWARE OF TAX SCAMMERS DURING COVID-19

BEWARE OF TAX SCAMMERS DURING COVID-19

BEWARE OF TAX SCAMMERS DURING COVID-19

The IRS is reminding taxpayers to make sure they follow official IRS guidance and social media, especially right now during the COVID-19 pandemic.

The IRS official guidance and social media will be the best resource for finding out information and avoiding scammers.  Remember, the IRS will not call you and leave threatening voicemails.  Do not give your social security number out over the telephone if someone is calling you.  If you have never even received an IRS notice, you should be especially suspicious of threatening calls from someone claiming to be the IRS.

You can find IRS on Twitter, Facebook, Instagram, YouTube, and LinkedIn.  When attempting to follow or access different IRS social media accounts, make sure you verify it is the correct IRS social media account, and not an imposter account, here first.  You can also sign up for IRS email notifications here.  E-news for tax professionals can be found here.


If you have any questions about possible scams, tax law matters, estate planning, divorce, child custody, probate, civil litigation, unlawful detainers, or business law, we hope you will reach out to Mendes Weed, LLP, at (925) 390-3222.  We are here to help you during this difficult time.

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667