If You’re a Business (Sales & Payroll Exposure)
Liens are not limited to individual income tax. Businesses can face liens tied to sales and use tax (CDTFA) and payroll obligations (EDD).
We coordinate POS data, invoices, and accounts payable detail as needed, pull CDTFA and EDD records, and contact the agency after engagement to confirm status.
Our Process: Protection & Setup → Investigation & Strategy → Resolution & Compliance
Protection & Setup
After your free consultation and authorization, our Attorneys, CPAs, and Enrolled Agents pull IRS and FTB transcripts and the recorded lien documents, request a collection hold when available, and assign your primary point of contact.
Investigation & Strategy
After engagement and authorization, our licensed team contacts the IRS, FTB, CDTFA, or EDD to confirm balances, filing gaps, accruals, and lien status. We analyze penalties, interest, and Collection Statute Expiration Dates (CSEDs), then recommend withdrawal, release, discharge, or subordination. We outline documentation and lender or escrow requirements, gather proofs, and prepare agency forms and supporting exhibits. We provide a written, phase-based scope and timeline. If scope changes, we pause and obtain your authorization before proceeding.
Resolution & Compliance
We submit the withdrawal, release, discharge, or subordination request, then follow up with the agency and recording office until the records are updated. We provide copies for your files and map next steps, such as payment plan setup, penalty relief requests, and closing out filing gaps.