Tax relief for Orange County individuals and businesses

Four agencies, one plan

Orange County taxpayers often deal with more than one agency at once. We coordinate all of them, so a payment plan with one agency doesn’t get undone by a levy from another. Our team of Enrolled Agents and CPAs includes our partner, Raman Zoobalan, and Co-Founder Shawn Zali spent 7+ years at the California Department of Tax and Fee Administration (CDTFA). Consultations are free for 30 minutes.

• IRS: federal income tax, payroll (Form 941) tax, liens and levies, Offers in Compromise, penalty relief.
• Franchise Tax Board (FTB): California income tax, earnings withholding orders, bank orders to withhold, state liens, FTB payment plans and offers.
• CDTFA: sales and use tax audits and assessments for retailers, restaurants, contractors and online sellers.
• EDD: California payroll tax audits and assessments for employers.

For Orange County business owners

Restaurants, retailers, contractors and professional firms across the county collect sales tax and run payroll, and both create agency exposure when cash gets tight. We help with:

• CDTFA sales and use tax audits and appeals
• EDD payroll tax audits
• IRS payroll tax debt and the Trust Fund Recovery Penalty
• Catch-up bookkeeping and filings, so your numbers hold up in an audit

For individuals and families

• Back taxes: installment agreements, Offer in Compromise evaluation and Currently Not Collectible status, with the IRS and the FTB.
• Wage garnishments and bank levies: we move quickly to request a release or hold when the rules allow.
• Unfiled returns: we prepare missing years and replace IRS substitute returns where needed.
• Liens: withdrawal, discharge or subordination requests, important when you’re selling or refinancing an Orange County home.
• Audits: IRS and FTB income tax audits.

How we work

1. Free 30-minute consultation: we listen and review your notices.
2. Records pull: with your power of attorney, we get your IRS and state transcripts so the plan is based on real numbers.
3. We handle the agencies: calls, letters and negotiations go through our team.

Areas we serve in Orange County

Irvine, Santa Ana, Anaheim, Huntington Beach, Costa Mesa, Newport Beach, Tustin, Orange, Fullerton, Garden Grove, Lake Forest, Mission Viejo, Laguna Niguel, Laguna Hills, Aliso Viejo, Rancho Santa Margarita, San Clemente, Dana Point, Yorba Linda, Brea, Fountain Valley, Westminster, Cypress, Buena Park and Seal Beach.
(These are areas served, not office locations. The only office is in Irvine.)

Office

Tax Resolution Plus
2575 McCabe Way, Suite 210, Irvine, CA 92614
(866) 900-9001 · Info@TaxResolutionPlus.com

FAQs

I live in south Orange County. Do I have to drive to Irvine?

No. You can work with us entirely by phone and online. In-person meetings are available at our Irvine office if you prefer.

I owe both the IRS and the FTB. Which do I deal with first?

It depends on which agency is actively collecting, the amounts, and deadlines on your notices. We look at both together and sequence the plan so neither agency’s collection action derails the other.

My business received a CDTFA audit notice. What should I do first?

Don’t send records or schedule meetings until you understand the scope. Call us, and we’ll review the notice and represent you through the audit.

Can a tax lien affect selling or refinancing my home?

Yes. A recorded federal or state tax lien can complicate a sale or refinance. The IRS has procedures for lien discharge and subordination, and we can help you request them where you qualify.

Do you only work with Orange County clients?

No. We’re based in Irvine and serve clients nationwide for IRS matters, and across California for state matters.

Talk to an Orange County tax team

Talk to an Orange County tax team that handles the IRS and the State together.

Book your free 30-minute consultation or call (866) 900-9001.