CA State Board of Equalization is NO MORE!

By any other name the Taxman!

Well, you’ll still owe taxes but it will now be to a different agency with a new name! What was formerly known as the “CA State Board of Equalization” (SBOE) will now be called the “CA Department of Tax and Fee Administration” (CADTFA). Better, huh?

This restructure is a result of Assembly Bill 102, The Taxpayer Transparency and Fairness Act of 2017, which was recently enacted into law. The intent of this bill was the dismantling what was considered a troubled tax agency by some.

Here’s what the San Jose Mercury News had to say:

“An audit the Department of Finance released in March found troubling practices in the agency, including routine interference by board members in the agency’s operations.” (source)

We at the Tax Resolution Institute have seen these “troubling practices” for years. Instead of spending millions in taxpayer money they should have asked us!

Here are the crucial things to know:

  1. As of July 1, 2017 most duties performed by the SBOE will be transferred to the new CDTFA and the Office of Tax Appeals.
  2. The SBOE will continue to perform the duties it was assigned by the state Constitution, which include administering programs related to property taxes, insurance taxes, and excise taxes on alcohol. Also, until December 31, 2017, the Board will continue to hear taxpayer appeals on all types of tax and fee matters.
  3. Beginning January 1, 2018, the Board will only hear appeals related to the programs it constitutionally administers, and the Office of Tax Appeals will hear appeals on all other tax and fee matters, such as franchise and personal income tax appeals, sales and use tax, and other special taxes and fees.

You are encouraged to visit CDTFA’s website at www.cdtfa.ca.gov for updates and more information as it becomes available. You can also call 1-800-400-7115 with any questions.

As usual, if you’re either a taxpayer with California state or IRS problems or a tax professional with tax questions we are here to help. Give us a call at (818) 704-1443 or use our handy contact form fortaxpayers or tax professionals with tax questions.

*This article is presented for informational purposes only and should never be considered definitive tax or legal advice. Tax matters have serious financial implications and always benefit from expert counsel due to their depth and complexity. If you need expert tax resolution or audit help please contact the Tax Resolution Institute at (818) 704-1443 for immediate assistance.