Sales Tax Consulting in Burbank
Sales Tax Help for Burbank Businesses Under Pressure
If you run a business in Burbank and have just received a California sales tax notice or audit letter, it can feel like one more problem on an already full plate. The language from the California Department of Tax and Fee Administration can be technical, deadlines are firm, and the potential impact on your cash flow is real. You may be wondering how serious this is and who can guide you through it so you can keep your focus on day-to-day operations.
At Sales Tax Helper LLC, we work with businesses that are facing sales tax audits, assessments, and administrative court proceedings in this part of California. Our team is made up of former auditors and seasoned sales tax professionals who understand how California sales tax law is administered in practice. We offer a cost-conscious alternative to traditional tax attorneys, providing similar types of representation with a clear, fixed fee pricing model instead of open-ended hourly billing.
When you contact us, our goal is to help you understand what the notice means, what your options are, and what it will take to address the issue. We focus on sales tax problems so you do not have to become an expert in CDTFA procedures overnight. You can hand off the technical work to our team and stay focused on running your business.
Dealing with a sales tax notice or audit in Burbank? You don't have to handle it alone. Contact Sales Tax Helper LLC today to discuss your situation and learn your options. Call (866) 458-7966 or reach out online to get started.
What To Do When You Receive a Sales Tax Notice or Audit Letter
A new notice from the CDTFA or another California tax authority can be unsettling, especially if it is the first time your business has been audited for sales tax. The first step is to pause and approach it in an organized way. How you respond in the early stages can affect how difficult the process becomes and how much time it takes away from your regular responsibilities.
Notices often include a proposed audit start date, a request for records, or a description of amounts the state believes you might owe. These letters typically specify deadlines and outline what information the agency expects to see. They rarely explain in plain language how the process will unfold or how your industry is evaluated, which can leave you unsure about what to do next.
Here are practical steps you can take right away:
- Gather the notice and any related mail so you have a complete picture of what the state has sent and which periods are involved.
- Collect relevant records, such as sales reports, exemption certificates, prior returns, and correspondence with your bookkeeper or CPA, without changing or discarding anything.
- Mark the response deadlines on your calendar, and avoid letting them pass without some form of reply, since missed dates can limit your options.
- Be cautious about calling the auditor for an informal conversation before you understand what they are asking for and how your records actually look.
- Reach out to a sales tax professional so you can review the notice and plan a response that protects your position and respects the state’s procedures.
When we speak with you, we review the notice, ask about your business model, and discuss what information you have available. From there, we work to help you decide on the right level of support, whether that is limited consulting, full audit support, or representation through appeals.
How Our Former Auditors Approach California Sales Tax Audits & Appeals
Sales tax audits are not random conversations. They follow sets of policies and methods that auditors are trained to apply. Because our team at Sales Tax Helper LLC includes former auditors, we understand the way cases are assigned, how risk areas are identified, and what documentation carries the most weight during an examination.
When you engage us, we start by studying your notices, prior filings, and the nature of your business. Our professionals look for patterns in your sales, exemptions, and purchase activity that may have attracted attention. We then help you evaluate whether your records are strong in key areas, such as documentation for exempt sales, proper application of California and local rates, and treatment of out-of-state or online transactions.
Auditors often rely on sampling, projections, and standardized approaches to estimate tax for an entire audit period. These methods can produce results that feel disconnected from the actual day-to-day operations of your company. We help you understand how those methods are being used in your case, and where there may be room to clarify facts or provide better data.
Our audit and appeal support may include:
- Reviewing requested records and helping you organize them in a way that presents your business clearly.
- Identifying potential misclassifications of taxable and non-taxable items that could affect the auditor’s conclusions.
- Explaining technical points in everyday language so you know why the auditor is asking for certain information.
- Preparing responses that address the agency’s questions while avoiding unnecessary or confusing detail.
- Assisting with appeals and administrative court representation when you believe an assessment does not reflect the law or your actual activity.
Our goal is to help you navigate each stage of the audit or appeal with a clear understanding of what is happening and why. We bring our knowledge of how audits are conducted to the table so you can make informed decisions instead of reacting under pressure.
Fixed Fee Sales Tax Representation That Fits Your Budget
One of the biggest concerns businesses share with us is the fear of unpredictable professional fees. Traditional hourly billing can make it difficult to know how much a matter will ultimately cost, especially if an audit becomes more complex than expected. At Sales Tax Helper LLC, we use fixed fee pricing for our sales tax services so you can plan for the cost from the beginning.
We work with you to define the scope of the engagement as clearly as possible. For example, some clients want us to review documents and prepare them for an upcoming meeting, while others ask us to participate in communications with the CDTFA from start to finish. In more involved situations, such as contested assessments and administrative court representation, we outline the phases of work and discuss the fixed fees associated with each stage.
With our fixed fee approach, you receive several practical benefits:
- Predictable costs so you can plan for fees alongside any potential tax, penalties, and interest.
- Defined scope that sets clear expectations about what we will do and what information you will provide.
- Flexibility to choose the level of support that matches the complexity of your sales tax issue.
- Transparency that reduces the risk of surprise invoices at a time when your business is already under financial strain.
We believe this model makes professional sales tax representation more accessible. You can focus on the substance of your matter instead of worrying about how much each phone call or email will cost. If the situation changes and new work is needed, we discuss that with you first and agree on the next step together.
Sales Tax Challenges We See With Businesses in This Area
Burbank and the surrounding communities are home to a mix of industries, including production companies, post-production services, equipment rental providers, retailers, restaurants, and a growing number of e-commerce businesses. Each of these business types faces its own set of sales tax questions under California law and under local district rates that apply in this part of Los Angeles County.
For example, creative and production-related businesses often deal with a blend of tangible goods, digital deliverables, and services. Determining which parts of a contract are taxable can require close attention to state rules and published guidance. Retailers and restaurants may struggle with properly tracking taxable and non-taxable items, managing point of sale systems, and documenting exemptions. E-commerce sellers can face questions about when they have obligations to collect California sales or use tax on out-of-state sales that reach customers in this region.
Common sales tax issues we frequently see include:
- Misunderstandings about which services are taxable and which are not under the California sales and use tax law.
- Incomplete or outdated resale certificates that do not support exempt sales during an audit.
- Errors in applying California state and local district rates, particularly for sales delivered into different parts of Los Angeles County.
- Sales are recorded in accounting systems in ways that do not clearly match what the CDTFA expects to see in audit schedules.
- Gaps in documentation for out-of-state shipments or online marketplace transactions.
When these issues are spread across multiple years, even modest mistakes can add up to sizable proposed assessments. Our team works with businesses here to identify where records can be strengthened and how to explain the real nature of transactions to tax authorities. This local and industry-specific perspective helps us focus on the problems most likely to matter in your audit.
Our Process for Guiding You From Audit Notice to Resolution
When you are facing a sales tax audit or assessment, not knowing what happens next can be as stressful as the potential liability itself. We follow a structured process at Sales Tax Helper LLC so you always know where things stand and what we are working on. This process is designed to respect your time and let you stay focused on running your business while we handle the technical details.
Our typical engagement includes several stages:
- Initial review where we examine your notices, discuss your business operations, and identify key questions about the audit or assessment.
- Information gathering during which we help you organize records and clarify which documents are most relevant for the issues raised by the CDTFA.
- Analysis and strategy where our team evaluates risk areas, looks for potential corrections, and prepares a plan for responding to the agency.
- Communication support that can include assisting you with correspondence or, if you choose, speaking directly with tax authorities within the limits you set.
- Resolution and next steps where we review audit findings or proposed assessments with you, explain available options, and help you decide whether to accept, seek changes, or appeal.
Throughout this process, we prioritize clear communication. We let you know who on our team is handling your matter and how to reach them. We also work to explain each stage in plain language, so terms like sampling, projection, or administrative appeal do not feel like a foreign language. Our aim is to give you clarity, both about your potential exposure and about the path forward.
Why Businesses Choose Sales Tax Helper LLC for Sales Tax Representation
When a sales tax problem arises, you have choices. Some businesses turn to their regular CPA, while others look for traditional legal representation. Many of the companies we work with choose Sales Tax Helper LLC because they want focused sales tax support, access to former auditors, and predictable fees that fit within a realistic budget.
Our team has decades of experience handling sales tax matters, including audits, appeals, and administrative court representation. That concentrated background allows us to stay current on how the CDTFA approaches different industries and issues. We use that knowledge to help clients understand what is driving the agency’s position and where there may be room for clarification or adjustment.
Because we work on a fixed fee basis, our clients know in advance what their representation will cost for the agreed scope of work. They also appreciate that our service model is designed so they only pay for the level of assistance they truly need, whether it is a one-time consultation or ongoing support through an extended audit. For many businesses in and around Burbank, this balance of focused knowledge and cost control makes our firm a practical choice.
Most importantly, we understand that a sales tax dispute is more than a set of numbers. It affects your time, your planning, and sometimes even your ability to invest in growth. We work to shoulder as much of the technical burden as possible so you can keep your attention where it belongs, on your customers and your team.
Frequently Asked Questions
What should I do first after getting a CDTFA audit letter?
The first step after receiving a CDTFA audit letter is to read it carefully and make sure you understand which tax periods and types of transactions the agency intends to review. Set aside the notice and any attachments in a safe place, and note the deadlines on a calendar or planner that you check regularly. Then begin gathering the records mentioned in the letter, such as sales reports, invoices, exemption certificates, and prior returns, without editing or discarding anything.
Before you contact the auditor directly, it often helps to speak with a sales tax professional who can review the notice and your records with you. At Sales Tax Helper LLC, we look at the specifics of your situation and help you understand what the agency is asking for and what questions they are likely to have. This preparation can make your first interactions with the auditor more focused and less stressful. It also gives you a chance to decide whether you want support for the entire audit or only for certain parts of the process.
How do your fixed fees for sales tax cases work?
Our fixed fees are based on the scope of work you ask us to perform. During our initial discussion, we review your notices, talk about your business operations, and assess the complexity of the issues involved. From there, we outline the tasks we expect to handle, such as document review, responding to information requests, or assisting with appeals, and we quote a fixed fee for that defined scope.
This structure gives you a clear picture of your professional costs up front, which can be especially important when you are already dealing with the possibility of additional tax, penalties, and interest. If circumstances change and significant new work becomes necessary, we discuss that with you before moving forward and agree on any adjustments. Our goal is to keep fees understandable and predictable so you can make informed decisions about the level of support that makes sense for your business.
Can your team work with my current CPA or bookkeeper?
Yes, in many situations we can work alongside your existing CPA or bookkeeper. Many of our clients already have professionals who handle income tax returns, payroll, and day-to-day accounting. Those advisors know your books and history well, and we respect the value they bring. Our role is to focus on sales tax questions and controversies, so your existing advisors do not have to take on an area they may not address every day.
Typically, this means we coordinate on information and records, while we handle communications and strategy related to sales tax audits, assessments, and appeals. This approach allows your CPA or bookkeeper to continue their regular work, while you gain access to a team that concentrates on sales tax administration. We discuss the best way to structure that collaboration with you, so everyone involved is clear on their responsibilities.
What advantage do former auditors bring to my sales tax audit?
Former auditors bring insight into sales tax consulting work, including how the CDTFA approaches audits, which can help you prepare more effectively. They understand how audits are planned, what types of records are most important in different industries, and how sampling and projections are often applied. This perspective can make it easier to anticipate where the agency might see risk and what information may change that view.
At Sales Tax Helper LLC, our team draws on that background when reviewing your records and developing a strategy. We can explain, in practical terms, why an auditor is requesting certain documents and how they may interpret particular facts. While we cannot control every decision the agency makes, this understanding allows us to present your information in a way that addresses common concerns and focuses attention on the true nature of your transactions.
When does it make sense to appeal a sales tax assessment?
It may make sense to consider an appeal when you believe that an assessment does not accurately reflect your business activity or the applicable law. This can happen if certain transactions were treated as taxable when they should not have been, if sampling methods produced results that do not match the underlying records, or if important documentation was not considered. The decision to appeal depends on both the amount at stake and the strength of the issues involved.
We help clients evaluate proposed assessments by reviewing the auditor’s workpapers, comparing them to the law and to your records, and identifying where there may be grounds for change. If an appeal appears appropriate, we outline the steps, deadlines, and forums that may be involved, such as administrative hearings. Our goal is to provide you with enough information to decide whether an appeal is a practical path for your business, given the costs, potential benefits, and time required.
Do you only help large companies, or can smaller businesses work with you?
We work with businesses of various sizes, including smaller and mid-sized companies in Burbank and other parts of California. Sales tax audits and assessments affect businesses at every scale, and smaller organizations often feel the impact most sharply because they have less internal staff to handle extra administrative work. Our fixed fee model and flexible scopes are designed to make it possible for smaller businesses to access focused sales tax support without committing to an open-ended engagement.
For some smaller companies, this might mean a limited engagement where we review an assessment and provide guidance on options. For others, it could involve full support through an audit or appeal. We discuss your needs and resources with you and suggest an approach that matches your circumstances, so you can get meaningful help without feeling overcommitted.
Can you help if my sales tax problem involves several prior years?
Sales tax issues that cover several prior years are common, especially when the CDTFA believes that a pattern has existed over time. We can assist with multi-year matters by helping you understand which periods are under review, how far back the agency is looking, and what that might mean for your total exposure. The specific look-back period and the level of documentation available will affect how we approach the situation.
In these cases, our work often includes prioritizing which years and issues to focus on first, reviewing historical records for consistency, and identifying where records may be incomplete. We then help you decide how to present information and what options, such as negotiated resolutions or appeals, may be available. While multi-year reviews can feel daunting, a structured approach can make them more manageable and provide a clearer picture of the potential outcomes.
Talk With Our Team About Your Sales Tax Issue
If you are dealing with a California sales tax notice, audit, or assessment that affects your business in Burbank, you do not have to manage it on your own. A conversation with our team at Sales Tax Helper LLC can help you understand what the notice means, what the likely next steps are, and how fixed fee representation could work in your situation. Taking this step can turn uncertainty into a clearer plan.
When you reach out, we review your circumstances, explain how we typically approach similar matters, and discuss a fixed fee structure that matches the scope of help you want. Our goal is to give you a straightforward path forward, supported by professionals who focus on sales tax audits, appeals, and administrative court representation. You can then decide how you would like to proceed and how involved you want us to be.
To talk with our team about your sales tax consulting needs in Burbank, call (866) 458-7966 or contact us online for help.
Reviews
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"Jerry Provided Calming, Clear Guidance"
I can't say enough about Jerry and STH. We were in a bit of a panic re reaching nexus levels and dealing with reseller tax ...
- Mike L. -
"My Entire Experience Was Superior"
My entire experience from intake to resolution with Sales Tax Helper was superior. '11' on a scale of 1-10! Initial meeting ...
- Tim N. -
"Prompt, Courteous & Helpful!"
I sincerely am grateful for the prompt, courteous, and helpful that has been offered me by Sales Tax Helper. My agent, Alex ...
- Carol M. -
"Professional and Very Communicative"
When my business needed guidance with sales and use tax, I reached out to Sales Tax Helper through their website and received ...
- Pierce L. -
"They Are Experts in Their Field"
Jerry & Alex are excellent at what they do. They helped me navigate some very difficult and stressful situations. They’re ...
- Greg M. -
"Excellent Team to Work With!"
The team at Sales Tax Helper was excellent to work with. I had a complex business sales tax challenge that they methodically ...
- Mike M. -
"Always Provide Accurate & Prompt Responses"
Alex and Jerry always provide very accurate and prompt responses to my inquiries regarding the sales tax. They also bring ...
- Lukas P. -
"Jerry is the best!"
Jerry is the best! I made the mistake thinking I could deal with the use tax auditor on my own not realizing that I would be ...
- Gary O.