November 2014

Our client was the CEO of a multi-million dollar company in the mid-2000’s that ultimately failed. The California Board of Equalization (“BOE”) sought to assess a Responsible Person Trust Fund Recovery Penalty against our client individually of over $5 million based upon an audit the BOE conducted of the business.We appealed the proposed assessment immediately and represented the client throughout the appeals process. Based upon our representation, Tax Counsel for the BOE determined that no assessment should be made against our client. This saved our client over $5 million in taxes, penalty and interest.

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San Francisco Office

100 Bush St., Suite 501
San Francisco, CA 94104
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1-888-TAX-EXIT (1-888-829-3948)

San Jose Office

2880 Zanker Rd., Suite 203
San Jose, CA 95134
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1-888-TAX-EXIT (1-888-829-3948)