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Tax explanations written for California taxpayers, reviewed by an Enrolled Agent.

These topics are the questions the San Leandro office actually receives. Each article is reviewed by Elizabeth P. Ferreira, EA, carries a publication and last-reviewed date, and links to the agency guidance behind it.

Topics

Original, locally relevant guidance

Business planning

Tax planning for East Bay business owners

How entity choice, owner compensation, and timing decisions change the tax result for a small business based in Alameda County.

Enrolled Agent · San Leandro, California
California

California estimated-tax requirements

Who owes California estimated tax, how the state's uneven installment percentages work, and what happens when a payment is missed.

Enrolled Agent · San Leandro, California
Tax problems

Responding to an FTB notice

Reading a Franchise Tax Board notice, finding the response deadline, and deciding whether to agree, correct, or protest.

Enrolled Agent · San Leandro, California
Tax problems

EDD and payroll-tax problems

Worker classification, delinquent payroll filings, and how EDD assessments proceed for California employers.

Enrolled Agent · San Leandro, California
California

California sales-tax responsibilities

Registration, taxable versus exempt sales, district taxes, and CDTFA filing frequency for local businesses.

Enrolled Agent · San Leandro, California
Bookkeeping

Bookkeeping for San Leandro businesses

A monthly close routine that keeps a small business ready for tax filing instead of reconstructing the year in March.

Enrolled Agent · San Leandro, California
Personal tax

Rental-property tax considerations

Depreciation, repairs versus improvements, passive-loss limits, and recordkeeping for East Bay rental owners.

Enrolled Agent · San Leandro, California
Personal tax

Filing prior-year or amended returns

How unfiled years are reconstructed, when amending helps, and how refund and assessment time limits apply.

Enrolled Agent · San Leandro, California
Estates & trusts

When an estate or trust must file a return

Fiduciary filing thresholds, tax-year elections, beneficiary reporting, and the documents a fiduciary should gather first.

Enrolled Agent · San Leandro, California
Multistate

Multistate filing for California residents

Residency, sourcing of income, and how the credit for taxes paid to other states is claimed on a California return.

Enrolled Agent · San Leandro, California
Tax problems

What an Enrolled Agent can do during an IRS audit

Representation authority, the scope of an examination, and how correspondence and field audits differ in practice.

Enrolled Agent · San Leandro, California
Business planning

Tax considerations when starting a California business

Registrations, the annual franchise tax, estimated payments, and the records to set up before the first sale.

Enrolled Agent · San Leandro, California

Articles are published as Elizabeth reviews and dates each one, so this library stays smaller and more specific than a syndicated feed. Each published article includes a named author or reviewer, the reviewer's credential, a publication date, a last-reviewed date, links to the authoritative agency guidance, a disclaimer, and a relevant next step.

Primary sources

Agency guidance we cite

This article is general tax information for educational purposes and is not advice about your specific situation. Tax law and California guidance change; confirm your facts with GTS & Associates before acting. Request a tax and accounting review to discuss your own facts.