Ask The Edd Attorney How To Win (or Lose) Your Edd Tax Case

By Robert S. Schriebman

I have successfully handled many EDD, IRS, FTB, and BOE tax controversies in my 40+ year career. I have developed rules for success that I refer to as “Robert Rules.” In time I will write articles on these rules for specific areas of EDD, IRS, FTB, and BOE matters. However, today I want to discuss perhaps the most important rule for success in your tax case. I firmly believe that no lawyer or other representative can win the day for you on his or her own. Your representative needs your help and cooperation.

Here are a few key factors that must be observed by all clients if they want the best result possible:

a) Promptly respond to your representative’s phone calls, correspondence and requests for information;

b) Notify your representative of any changes in address, phone & fax numbers, email address;

c) Furnish all documents and records in your possession pertaining to the services which will be performed;

d) Promptly inform your representative of all contact with anyone else who is involved in your case;

e) Promptly complete all forms required by your representative;

f) Present yourself as required for all meetings and conferences scheduled by your representative;

g) Provide your representative with all relevant facts (family business or financial) that are pertinent to resolving your situation whether such facts are good or bad;

h) Do not misrepresent, fail to disclose material facts, or fail to furnish complete and accurate information;

i) Cooperate fully with your representative’s attempts to resolve your case;

j) Meet deadlines set by your representative for you to do certain things in connection with your case;

k) Remain current in filing your federal and state tax returns including income and employment/withholding returns, the payment of quarterly income tax estimated tax payments, and all federal and state payroll tax deposits;

l) Ensure that your employment tax deposits are timely made and paid in full; and

m) Internet hacking and invasions of internet privacy have become epidemic. I do not recommend the transmission of any confidential communications or information or the sending of confidential documentation through the internet by way of email, texting, and especially social media. Sometimes it is just best to do things the old fashion way.

I have found that my clients who follow these guidelines usually achieve the best possible results in their battles with the EDD, IRS, FTB, or BOE.

***

An EDD attorney, Robert Schriebman has a successful practice in the Rolling Hills Estates area of Los Angeles County serving clients throughout California and the United States.

As a trusted EDD lawyer, Robert S. Schriebman has successfully dedicated more than 40 years to helping individual taxpayers, business owners, CPAs, Enrolled Agents, and tax attorneys navigate the complicated tax systems of the federal and state governments.

Robert Schriebman has written the only 2 books ever published dealing with how California Employment Development Department (EDD) operates. See “California Tax Collection Practice and Procedures” and “California Taxation Practice and Procedure”, both published by Commerce Clearing House.

Robert Schriebman has written over 20 books including the major manual used nationally by practitioners and the IRS, “IRS Tax Collection Procedures – A Manual for Practitioners” published by Commerce Clearing House.

Robert Schriebman has written over 20 books including the major manual used nationally by practitioners and the IRS, “IRS Tax Collection Procedures – A Manual for Practitioners” published by Commerce Clearing House in addition to the only 2 books ever published dealing with how California Employment Development Department (EDD) operates. See “California Tax Collection Practice and Procedures” and “California Taxation Practice and Procedure”, both published by Commerce Clearing House.

Web Site Article 143