While all taxpayers and tax professionals act in good faith, very few are intimately familiar with the laws, regulations, reporting requirements, and internal administrative workings of the California State Board of Equalization. Most taxpayers and their representatives provide the auditor with more documentation and verbal explanations than is required by law. There are other common mistakes made that may increase your sales tax assessment; some of the more common mistakes are as follows:
"You were extremely valuable to our organization as we battled what we considered to be an unfair tax assessment. Mr. Micallef proved to be a wealth of information which, we believe, helped to tip the scales in our favor. I heartily recommend any organization to give Mr. Micallef a call. It is well worth it."
"I could not be more pleased than I am now with the outcome of the sales tax audit appeal you handled for us. As you recall, when I first came to you, I was extremely upset with the State Board of Equalization's findings, feeling that we had been operating and reporting correctly. With your professional representation, we not only reversed the audit, but also identified a sales tax refund where we had, indeed, over reported. We feel we received full value from our agreement to have you represent us. We would be pleased to recommend you to any other advertising agency faced with an SBE audit, and, should we ever require your services again, we’ll not hesitate to call. Thanks again, to you, for an extremely fine job."
– Michael W. Rose
Exec. Vice President
Warr Foote & Rose