Jim successfully represented a major locum tenens medical staffing company in an EDD worker classification audit with a no-change audit result, accepting all independent contractors as properly classified.
Jim successfully convinced the EDD that a client’s tax liability of nearly $350,000 was uncollectible by statute.
Jim was successful in representing a client through an EDD worker classification audit, resulting in the EDD agreeing that its outside professional consultants were properly classified as independent contractors, in a "no-change" zero assessment audit result.
Jim prevailed before two Administrative Law Judges and the full Board of California Unemployment Insurance Appeals Board (CUIAB), proving that the EDD failed to properly serve an assessment against a corporate officer for personal responsibility, completely reversing the assessment and liability of over $250,000.
Jim was successful in convincing the EDD to release a bank levy of nearly $750,000.
Jim was successful in settling an EDD tax assessment of $258,800 for less than $16,000.
Jim successfully represented a California business before the Board of the CUIAB in asserting its workers were independent contractors and not employees, reducing the assessment from $193,000 to $0.
Jim represented a California business in a successful California Department of Tax and Fee Administration (CDTFA) Offer in Compromise, reducing the assessed amount of over $316,000 to $20,000.
Jim was successful in convincing the CDTFA to forego collection of an assessment of over $52,000 for corporate officer responsibility for unpaid sales tax.
Jim was successful in convincing the CDTFA to forego collection of an assessment of over $52,000 for corporate officer responsibility for unpaid sales tax.
Jim was successful in convincing the CDTFA to reverse a Nominee Lien of over $202,000.
Jim successfully represented a small-business taxpayer in an IRS income tax audit, resulting in a "no-change audit” with zero assessment.
Jim successfully represented his sign language interpreting client in an IRS payroll tax audit, preserving the client’s independent contractor business model.
Jim successfully represented a taxpayer before the FTB Office of Tax Appeals in reversing a recalculation of real property basis and reversing an assessment and liability over $50,000.
Jim was successful in convincing a major California city to reduce a Hotel Transient Occupancy Tax assessment from over $400,000 to less than $3000.
Jim successfully negotiated a settlement in a judgment creditor claim, reducing the judgment liability by over $3.5 million.
Jim successfully defended two Labor Commissioner retaliation claims, saving the employer client over $20,000.
Jim successfully represented a moving company client in defending its use of independent contractors before the Labor Commissioner.
Jim was successful in completely reversing the erroneous results of a workers’ compensation insurance premium audit, saving the client nearly $90,000.
I want my representation to bring value to my clients. Sometimes, we may not be able to discern this in a phone call, and may need to engage a client for a more in-depth review, before creating an audit, litigation, or settlement strategy. However, when you call me, I am going to tell you what I think about resolving your tax issue.
