What records should I keep and for how long?

Keep tax returns and supporting documents for at least 3 years, or up to 7 years in some cases. Asset records should be kept for as long as you own the asset plus several years after sale.

How can I get more business deductions?

Keep detailed records, separate business and personal expenses, track mileage, use an accountable plan for reimbursements, and work with a CPA to uncover overlooked deductions.

What should I do if I receive an IRS audit notice?

Respond promptly, gather documentation, and contact a CPA to represent you. Only provide the information requested and remain cooperative throughout the process.

How do I plan for retirement from a tax perspective?

Use a mix of traditional and Roth retirement accounts, plan for required minimum distributions, and consider timing Social Security and withdrawals to minimize taxable income.

What are the tax benefits of leasing versus owning a business vehicle?

Leasing allows you to deduct the business-use portion of lease payments and avoid depreciation schedules, while owning may allow for large upfront deductions through Section 179 and bonus depreciation.

What expenses can I deduct as a small business owner?

Common deductions include office supplies, marketing costs, business travel, vehicle expenses, software, professional fees, and a home office (if used exclusively for business).

How should I structure my business for tax efficiency?

The right structure—LLC, S-Corp, or C-Corp—depends on your income, growth plans, and liability concerns. A CPA can evaluate your situation to recommend the most tax-efficient setup.

What are the benefits of hiring a CPA versus using tax software?

A CPA offers personalized advice, ensures compliance with complex tax laws, finds deductions you might miss, and can represent you before the IRS—advantages software alone cannot provide.

How can I legally minimize my tax liability?

You can legally minimize taxes by maximizing contributions to retirement accounts, claiming all eligible deductions, timing income and expenses strategically, and leveraging tax credits. A CPA can help identify opportunities specific to your situation.

Navigating IRS and State Tax Resolution in San Diego with Sharon Gross, CPA

Q: What documents do I need to provide for tax preparation?

You should provide identification, prior year’s tax return, W-2s, 1099s, investment income statements, deductible expense receipts, and any IRS notices. Business owners should also include income statements, expense reports, and payroll records.

2025-10-10

Sharon Gross

sharongrosscpa.com [email protected]

Posted on: 2025-10-10

Navigating IRS and State Tax Resolution in San Diego with Sharon Gross, CPA

Sharon Gross CPA offers tax resolution services in San Diego

Dealing with tax issues can be incredibly stressful, especially when the IRS or California state tax authorities are involved. If you're facing audits, back taxes, penalties, or unfiled returns in San Diego, you need expert guidance to navigate the complex tax landscape. Sharon Gross, CPA provides comprehensive IRS and state tax resolution services to help individuals, families, and businesses find effective solutions and regain financial stability.

Need expert tax resolution assistance in San Diego? Schedule a consultation with Sharon Gross, CPA today! Get Your Consultation

Understanding IRS and State Tax Resolution

Tax resolution involves finding solutions to tax problems, whether they stem from errors, unforeseen circumstances, or misunderstandings of tax laws. It's a process that requires a deep understanding of both federal and state tax codes, as well as the ability to negotiate with tax agencies. Common tax problems that require resolution include:

IRS Audits: Facing an IRS audit can be daunting. Proper representation is crucial to ensure your rights are protected and the audit is conducted fairly.
Back Taxes: Unpaid taxes can accrue penalties and interest, leading to significant financial burdens. Tax resolution can help you find a manageable way to pay off your debt.
Non-Filed Returns: Failing to file tax returns can result in severe penalties and legal issues. Getting back on track with filing is essential.
Penalty Abatement: In some cases, penalties can be reduced or eliminated, especially if there's a reasonable cause for the error or delay.
Installment Agreements: If you can't afford to pay your tax debt in full, an installment agreement allows you to make monthly payments over a set period.
State Tax Issues: California has its own set of tax laws and regulations. Resolving state tax problems requires expertise in California tax codes.

How Sharon Gross, CPA, Can Help with Tax Resolution

Sharon Gross, CPA, brings decades of experience and a unique blend of public service insight and private sector expertise to her tax resolution services in San Diego. Her approach is strategic, proactive, and focused on achieving the best possible outcome for her clients. Here's how she can help:

Comprehensive Financial Analysis: Sharon conducts a thorough analysis of your financial situation to understand the root cause of your tax problems and identify potential solutions.
Strategic Tax Planning & Research: She leverages her deep knowledge of tax laws and regulations to develop a customized resolution strategy tailored to your specific needs.
Expert Negotiation with Tax Authorities: Sharon has extensive experience negotiating with the IRS and California state tax agencies. She can represent you effectively to protect your interests and advocate for the most favorable outcome.
IRS Audit Representation: She will guide you through the audit process, prepare necessary documentation, and represent you in meetings with the IRS.
Penalty Abatement Strategies: Sharon will assess your situation to determine if you qualify for penalty abatement and will prepare a compelling case to request a reduction or elimination of penalties.
Installment Agreement Negotiation: She can help you negotiate an affordable installment agreement with the IRS or state tax authorities.
Filing Delinquent Returns: Sharon can assist you in preparing and filing all necessary past-due tax returns to get you back into compliance.

The Benefits of Working with a Local San Diego CPA for Tax Resolution

While national tax resolution firms exist, working with a local San Diego CPA like Sharon Gross offers several advantages:

Personalized Attention: Sharon provides hands-on, results-driven support with clear communication and attention to detail. You'll work directly with her, not a team of rotating staff.
Local Expertise: She understands the specific tax challenges faced by individuals and businesses in San Diego and California.
Accessibility: Sharon offers virtual appointments for convenience, but she's also readily available for in-person meetings when needed.
Community Connection: As a long-time San Diego resident and former Budget Finance Commissioner for the City of Solana Beach, Sharon is deeply invested in the local community.

Beyond Tax Resolution: Strategic Tax and Financial Guidance

Sharon Gross, CPA, offers more than just tax resolution. She provides comprehensive strategic tax and financial guidance to business owners, families, and future generations. Her services encompass:

Proactive Tax Planning: Minimizing your tax liability through strategic planning and year-end strategies.
Business Consulting: Providing CFO-level guidance to help businesses improve cash flow, profitability, and strategic growth.
Estate and Trust Planning: Assisting with estate planning and trust administration to ensure smooth wealth transfer and minimize estate taxes.
Individual Tax Preparation & Planning: Preparing individual tax returns (Form 1040) and providing personalized tax planning advice.
Business Tax Preparation: Handling partnership and corporate tax filings (Forms 1065, 1120, 1120S).

Who Sharon Gross, CPA Serves

Sharon Gross, CPA, works with a diverse range of clients, including:

Individuals and families seeking trustworthy tax support.
Small to mid-sized businesses in need of CFO-level guidance.
Trustees, executors, and estate planners.
Professionals and entrepreneurs with multi-state or complex tax needs.

Frequently Asked Questions About Tax Resolution

Here are some common questions about tax resolution:

What documents do I need to provide for tax resolution?

The specific documents required will depend on your individual situation, but generally, you'll need identification, prior year's tax returns, W-2s, 1099s, investment income statements, deductible expense receipts, and any IRS notices. Business owners should also include income statements, expense reports, and payroll records.

How long does tax resolution take?

The timeline for tax resolution can vary significantly depending on the complexity of the case and the responsiveness of the IRS or state tax authorities. Some cases can be resolved in a few months, while others may take longer.

What are the costs associated with tax resolution services?

The cost of tax resolution services will depend on the scope of the work required. Sharon Gross, CPA, offers flexible engagements, including one-time and ongoing services. It's best to schedule a consultation to discuss your specific needs and receive a customized quote.

Facing tax problems in San Diego? Don't wait – get professional help now. Contact Sharon Gross, CPA, for expert IRS and state tax resolution services. Schedule Your Consultation

Sharon Gross is a Certified Public Accountant (CPA) with over three decades of experience in public and private accounting. As a former Budget Finance Commissioner for the City of Solana Beach and with experience at firms like KPMG, Sharon brings a unique blend of public service insight and private sector expertise to her clients, offering strategic tax and financial guidance to business owners, families, and future generations in San Diego.

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Sharon Gross IRS and State Tax Resolution in San Diego