How the California Office of Tax Appeals can Help You
Temecula Valley Chapter Meeting

Date and Time:

Wednesday, December 5, 2018
5:30 p.m. - 8:00 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic: How the California Office of Tax Appeals can Help You

How the Office of Tax appeals can help you.An appeal to OTA presents the final opportunity for taxpayers to resolve their tax disputes with the state’s tax agencies administratively, without going to court. In general, final determinations made by the state’s tax agencies – such as an assessment of additional tax liabilities or the imposition of tax-related penalties – may be appealed to OTA. OTA has jurisdiction for appeals related to various taxes administered by the California Department of Tax and Fee Administration (CDTFA) and the Franchise Tax Board (FTB), including, but not limited to: Personal income taxes • Corporate franchise taxes • Sales and use taxes • LLC taxes and fees • Fuel and other excise taxes

Presenter: Dana Holmes, Ombudsperson, California Office of Tax Appeals

Dana Holmes is the Ombudsperson for the California Office of Tax Appeals. Ms. Holmes will enlighten us on the purpose of OTA and how to use the services of the Office of Tax Appeals.

CPE Information:

2 Hours California
CTEC: 1000-CE-4471
IRS: NA
Knowledge Level:
 Basic

Registration:

Members: $32
Non-Members: $48

Please sign-up at the meeting or
Contact Catherine Buckingham, EA to register:

email: [email protected]
phone: 951-907-1779
Please include your PTIN and EA or CTEC numbers when registering.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.