Power of Attorney Forms

CA Franchise Tax Board, IRS
Power of Attorney Forms

Many of my clients have either tax debt or tax issues that require my speaking with the IRS or one of the California State tax agencies (the FTB, CDTFA or EDD) on their behalf, or pulling Account Transcripts that provided detailed information on what the tax agency believes the taxpayer owes for when and why. In order to access client tax information or speak with a tax agency on behalf of a client I need formal, legal permission to do so – this is called power of attorney. Often, one of the first things my office will ask a client to do is sign a power of attorney form. Here’s what that entails. Read more »
May 4, 2026

FTB Amnesty for Syndicated Conservation Easements and Captive Insurance Companies 

CA Franchise Tax Board
FTB Amnesty for Syndicated Conservation Easements and Captive Insurance Companies 

California’s FTB is offering amnesty for syndicated conservation easements and captive insurance company tax deductions. Both investments are highly-sophisticated, often-fraudulent tax schemes. I’ve been getting lots of calls recently from taxpayers who invested in one of these for their generous tax write-offs, but who are now under FTB audit. If the FTB finds a syndicated conservation easement or captive insurance company investment is not legitimate, then the taxpayer is subject to a 40 percent penalty, plus a doubling of the interest rate. Unfortunately, many of these transactions are not legitimate. Read more » 
August 5, 2023