El Cajon, CA

Tax Attorneys in El Cajon, CA

Resolve Your IRS and State Tax Issues with Experienced Legal Support

Dealing with the IRS or the California Franchise Tax Board (FTB) can be a major source of stress. For residents and business owners in El Cajon, tax issues can escalate quickly without proper intervention. We provide dedicated legal support to help you manage audits, settle debts, and find a path toward financial stability. Our firm prioritizes clear communication and strategic action to address your specific tax concerns under California and federal law.

Dedicated Legal Advocacy in IRS Matters

There are deep and murky waters when it comes to dealing with the IRS and the unwanted attention this agency sends out. Apparently, no one is immune to some kind of tax issue at least every once in a while–whether you are a corporation entity, own a small business, or even just an average income individual. Whoever you may be or whatever entity you may own, the common denominator amongst all the folks who have been contacted by the IRS is that they want an efficient solution to their tax problem.

Here is where Dallo Law Group can help. Our team consists of tax attorneys and CPAs who all make it our business to stay on top of the latest news, trends, and statutes of anything pertaining to tax. Our diversity and long history in assisting clients put us at an advantage to deliver the best advice and guidance to our clients. Among the different expertise our professionals at Dallo Law Group can provide you with, tax resolution includes:

  • IRS Tax Payment Plans – The IRS offers several payment plan options for taxpayers who owe a balance. Short-term plans allow payment within 180 days, while long-term installment agreements let you pay over a longer period. Eligible taxpayers can apply online using the IRS Online Payment Agreement tool. Automatic withdrawals (Direct Debit) are available and encouraged to help prevent default. Setup fees and terms vary depending on the type of plan and taxpayer eligibility. Whatever your situation is, we provide you with the best solution.
  • Offer in Compromise (OIC) – An Offer in Compromise (OIC) is an IRS program that allows qualified taxpayers to settle a tax debt for less than the full amount owed when specific criteria are met, such as doubt as to liability, doubt as to collectibility, or effective tax administration. The IRS evaluates your income, assets, and ability to pay before accepting an offer. We can assist you in calculating the net realizable value of your assets and your available future income to determine the appropriate OIC to submit.
  • Innocent Spouse – When spouses file a joint tax return, both are generally liable for the full amount of tax owed. Innocent Spouse Relief may relieve a spouse of responsibility for tax, penalties, and interest attributable to the other spouse’s errors, but eligibility is limited, and the relief must generally be requested by filing IRS Form 8857 within two years of the IRS’s first collection action.  Dallo Law Group can help you through the investigation process and appeal the findings if needed.
  • Lien Removal – If you do not pay a tax debt, the IRS may file a Notice of Federal Tax Lien, a public document that establishes the government’s legal claim to your property. While the lien can attach to property you acquire after it is filed, there are options to have a lien withdrawn, released, or subordinated under certain circumstances. That is why it is imperative to seek a resolution as soon as possible.
  • Help with Unfiled Tax Returns – Whatever the reason for your unfiled taxes, you need to take this problem very seriously. Failing to file required tax returns can trigger IRS enforcement actions, including the preparation of substitute returns, assessment of penalties, and collection measures such as levies or liens. Filing all required returns promptly is essential before qualifying for many IRS programs, including payment plans or Offers in Compromise. Tax collection enforcement can come in the form of levies, liens, wage garnishments, and even seizure of your future social security payments. Even if you have not been contacted by the IRS yet, unfiled tax returns will soon be a problem. Reach out to our firm at Dallo Law Group to get you straight before things spiral out of control.

Help With Tax Audits

Naturally, receiving an audit notice can be a frightening situation, especially because it may not go in your favor. After an audit, the IRS may assess additional tax, penalties, and interest. Criminal tax investigation and charges are separate actions that occur only if there is evidence of willful tax evasion or fraud and generally involve the IRS Criminal Investigation Division. The thought of it can cause many sleepless nights. That’s where Dallo Law Group can help. Our team has an abundance of experience with all phases of an audit.

IRS Tax Audits

It is never a good idea to just agree with what the IRS states and go with it to try to get the audit over with. It is uncommon for the outcome to favor you if you proceed in that manner. Our skilled attorneys at Dallo Law Group know what rights you are entitled to, and we will ensure that the IRS does not take advantage of the fact that you may not be aware of all these finer details. We will analyze your unique financial and tax situation and lead you through with the best defense strategy.

California Sales Tax and CDTFA Audits

The California Department of Tax and Fee Administration (CDTFA), formerly the California Board of Equalization (BOE), has been increasing its sales and use tax audits of small and medium-sized California companies, many of which turn out to be sales tax fraud audits. With a sales or use tax audit, the agency is looking for two things: taxable sales and taxable purchases that were not properly taxed. If you are unsure what your audit notice requires you to gather, Dallo Law Group can assist.

California FTB Audits

An FTB audit is a formal inspection of your books and records related to your personal or business tax returns. The reason behind it is to ensure that you, as the taxpayer, are accurately reporting any income received and any expenses incurred during the tax year in question. To handle an FTB audit correctly, hiring our attorneys at Dallo Law Group will ensure a smooth and efficient way to get through.

Criminal Tax Issues

Another area Dallo Law Group can help with is criminal tax problems. If you commit tax evasion or tax fraud, the IRS can prosecute you and send you to jail. Underreporting income, inflating deductions, and hiding money can bring you hefty IRS penalties and even criminal charges. Your safest bet is to seek a tax attorney who can defend you best.

International Tax Help

Dallo Law Group provides comprehensive tax services that will maximize tax savings and ensure perfect compliance with international tax laws. When laws are pertinent outside the borders of the United States, you definitely want tax attorneys who know the latest foreign tax regulations and can strategize planning and savings for you. Our lawyers and CPAs are well aware of treaties, regional tax issues, and global restructuring.

FAQs About State and Federal Taxes in California

Tax season involves navigating a landscape reshaped by recent federal legislation, specifically the One Big Beautiful Bill (OBBB). For Californians, this means balancing state requirements with significant changes in federal deductions and credits. Here are answers to some common questions about California taxes.

How is residency determined for tax purposes in California?

Under state law, you are a California resident if you are in the state for other than temporary or transitory purposes, or if you are domiciled in California but currently residing outside of the state for a temporary purpose. Factors used to determine residency include the location of your primary residence, the location of your bank accounts and healthcare providers, where your family lives, and where you are registered to vote or have a driver’s license.

What are the main differences between California and federal tax laws?

Under a concept known as non-conformity, California does not always follow federal tax changes, with the following key differences:

  • Social Security: California does not tax Social Security benefits, while the federal government may tax a portion of those benefits, depending on your income.
  • Income Tax Rates: California uses a progressive system for personal income tax, with rates ranging from 1% to 13.3% (including the mental health tax for higher earners). Federal rates currently range from 10% to 37%.
  • Standard Deductions: California’s standard deduction amounts are indexed for inflation annually and typically lower than federal amounts

What are the general filing deadlines for income taxes?

For most years, individual income tax returns (Form 1040) are due on April 15. If this date falls on a weekend or legal holiday, the deadline is the next business day per IRS rules. Taxpayers may take advantage of extensions for filing state and federal returns.

To request a federal filing extension, you must file IRS Form 4868 by the April filing deadline. This grants a six-month extension to file your return (until October 15), but it does not extend the time to pay any tax owed. California offers an automatic six-month extension to file your tax return (no paperwork required). California’s automatic extension applies only to the filing of the return; payment due dates and penalties are separate under FTB rules.

It is important to note that an extension to file your taxes is NOT an extension on payments due. To avoid penalties assessed by the IRS and the FTB, you must pay at least 90% of your tax liability by the April deadline.

How are capital gains taxed in California?

Unlike the federal government, California taxes all capital gains as ordinary income, regardless of the length of time the asset was held. The state does not have lower tax rates for long-term capital gains. A significant capital gain can push a taxpayer into a higher state income tax bracket.

Schedule Your Consultation with an El Cajon Tax Attorney

When you seek the assistance of our team at Dallo Law Group, you can expect to speak to an expert tax attorney who will ensure you receive an overview and assessment of recommendations. Additionally, you can expect an accurate quote for recommended tax law services. You will never be left in the dark.

Whether it is help you need for criminal tax issues, audit problems, international business questions, or any other tax problems, Dallo Law Group will help you optimize your tax strategy. Contact our firm at 619-912-0616.