California Tax Research Group LLC prides itself on our commitment to staying abreast of complex codes, rules, regulations, and local policies governing our services. We maintain a high standard of professionalism and ethics that are paramount to the philosophy of our practice. We believe that these core values are what upholds our highly regarded reputation and attention to satisfying our clients’ needs.
Business Personal Property taxes are a significant operating expense incurred by many businesses. It is becoming more prevalent for aggressive assessors to over-assess reported assets. Mitigating provisions available to taxpayers include studies surrounding asset reclassifications, property recognition of physical, functional and economic obsolescence, and the identification of assets that are considered exempt or inappropriate under prevailing statutes. We provide a comprehensive methodology pertaining to the appeals process.
Our Real Estate Property Tax practice focuses on providing a full range of services for special purpose buildings, as well as commercial, industrial, and multi-residential properties. Services we provide include due diligence of the subject property, valuation analysis, research of exempt and inappropriately assessed property, assessor negotiations, and appeal hearing presentations.
Sales and Use Tax services are focused on identifying and resolving tax exposures and overpayments by implementing reliable compliance procedures, staying abreast of state and local sales tax regulations, as well as developing sound tax reduction strategies. Such services encompass diagnostic reviews to effectively identify areas of tax exposure or potential risk before an audit occurs, in addition to professional representation in the event of a sales tax audit, appeal filings, claim for refund filing, and reserve audit procedures to identify any prior overpayments.
Our Business Tax services encompass the classification and determination of overpayments and tax exposure by using efficient tax reduction approaches with both state and local tax rules and regulations. These services involve compliance reviews that will determine risks and areas of tax exposure prior to audits. We represent the taxpayer in petition filings, refund claims, and reverse audits to identify overpayment.