sales tax returns filing & compliance
Timely, accurate filings and proactive compliance reviews keep your business on track. Stay ahead of changing regulations and minimize audit risks.
We are dedicated
We are dedicated to simplifying accounting procedures and promoting financial transparency for businesses of all sizes. Our seasoned professionals understand the complexities of maintaining precise financial records amidst ever-evolving tax laws. We diligently alleviate the burdens of financial management, allowing you to focus on business growth.
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consultation
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Refund CLAIMS
Our team finds and obtains sales and use tax refunds for your business. This includes:
Reviewing past tax payments to spot overpayments
Filing refund claims with tax authorities
Tracking refund progress
Advising on tax-saving opportunities
We use industry-standard practices like nexus studies, taxability matrices, and exemption certificate management to maximize your refund potential. Our process aims to recover overpaid taxes while keeping your business compliant with current regulations.
REVIEW
Examine past tax payments for accuracy and compliance.
ASSIST WITH REFUND CLAIMS
Submit refund claims while handling audits to save time and reduce business disruptions.
EVALUATE REFUND CLAIMS
Assess refund claims' technical merits and risks, providing strategic advice.
improvement
Suggest ways to strengthen refund claims and supporting documentation.
Identify OPPORtunitIES
Alert you to potential refund opportunities, helping you manage finances proactively.
Audit Representation YOU
Defend your interests during audits triggered by refund claims.
reverse audit approach
We conduct a thorough analysis to identify overpayments in your transactions, in order to improve your financial position. Here is our process:
Scans transaction data for tax overpayments
Pinpoints causes of excess tax payments
Helps prevent future overpayments
This method recovers lost funds and strengthens your tax compliance processes for long-term savings.
UTILIZE SOFTWARE
Use specialized tools to systematically review purchase and sales transactions.
Overpayment Recovery
Find and reclaim tax overpayments to boost cash flow and financial returns.
Root Cause Correction
Identify and fix issues leading to overpayments, improving overall tax management.
Dispute Resolution
Get Your Finances on Track with Professional Tax Help
Our goal is To keep your business running smoothly and set you up for long-term financial success.
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consultation
schedule
today
Unlock the potential of your business
Daniel Balian, a Los Angeles CPA, specializes in sales tax. His expertise helps uncover savings opportunities and maintain compliance. Benefit from strategic tax planning tailored to your business needs.
Expert Guide, Trusted Partner
Complex tax regulations simplified. Daniel's innovative strategies help businesses thrive financially. His approachable style makes tax planning less daunting. Gain a trusted partner in navigating financial complexities.
Refund and Audit Services for Southern California Businesses
Secure refunds and provide financial tools
Obtain tax refunds and equip your business with financial management tools tailored to Southern California.
Offer region-specific insights
Provide tax insights specific to Los Angeles, San Diego, Riverside, San Bernardino, and other Southern California areas.
Deliver comprehensive audit support
Handle all aspects of audits, including data validation, return preparation, filing, payment processing, and GL reconciliation.
Prevent IRS
notices
Implement strategies to avoid tax notices and related complications.
Provide expert guidance
Offer specialized advice from CPA-trained practitioners familiar with Southern California tax laws.
Improve financial stability
Help achieve long-term financial health through tax savings and risk mitigation.
Refund CLAIMS
California's tax codes are highly complex. The sales tax appeals process can overwhelm busy managers and business owners.
Guidance through the entire appeals process
Support for petitions for re-determination
Assistance with appeals to the Office of Tax Appeals
Strong appeals grounded in legal expertise
Exploration of all options if initial audit defense fails
Our team navigates this challenging process efficiently, aiming to reduce your stress and achieve favorable outcomes.
settlements & compromises
Expert settlement and compromise services can protect your business's financial stability. Certified IRS preparers and CPAs will evaluate your situation carefully, then negotiate with tax authorities on your behalf. This approach helps you regain control of your company's future while minimizing stress. The goal is to reach a favorable agreement that balances your financial needs with tax compliance requirements, providing a clear path forward. Skilled negotiation and deep tax law understanding often lead to improved outcomes for your business. You can focus on running your company while experienced professionals handle these complex tax matters.
our approach
Learn more about our approach through the Balian Accountancy Difference
results
"I've been working with Daniel for 4 years now, and I can't stop telling my friends and coworkers about him. The guy's like a financial bloodhound - he catches every little detail. And when it comes to know-how, he's in a league of his own. Seriously, if you need a numbers guy, Daniel's your man."
Nancy Smith, Medical Specialists
