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Serving Costa Mesa, California
Costa Mesa estate planning, tax and bankruptcy.
Estate planning, tax and bankruptcy advice for Costa Mesa, from the neighbouring city. The office is about ten minutes from most of Costa Mesa.
Costa Mesa runs on small business: restaurants, trades, retail, studios and one-person consultancies. The tax problems that come with that are specific. Sales and use tax on what you sell, payroll tax on the people you employ, and the personal exposure that follows when withheld tax does not reach the agency.
That last one surprises people. Payroll tax withheld from employees is money held in trust, and the IRS and the Employment Development Department can both pursue the individuals responsible for it personally, even after the company has closed.
In practice
What Costa Mesa clients usually come in with
- 01
A CDTFA sales tax audit, where the department has reconstructed the business's sales and arrived at a number the owner does not recognise.
- 02
Payroll tax that fell behind during a slow quarter and has since grown penalties and interest.
- 03
A worker classification question: whether the people doing the work are contractors or employees, and what Section 530 relief might be available.
The firm does not keep an office in Costa Mesa. It keeps one office, in Newport Beach, and serves clients across the state. That is said plainly here because a page claiming a local presence that does not exist is not worth reading.
Schedule a consultation
Understand your options. Make an informed decision.
Whether you need assistance with estate planning, a tax matter or a bankruptcy question, the office is available to help you understand your options. The first conversation costs nothing.