Articles Posted in Tax Advice

Unfiled Tax Returns in Riverside: Why the “Substitute for Return” (SFR) is Your Worst Enemy
Kugelman Law

Life in the Inland Empire moves fast. Between rising mortgage rates in Riverside and the daily grind of commuting, falling behind on administrative tasks is common. However, there is a massive difference between paying your taxes late and not filing a return at all. If you have unfiled tax returns from previous years, you are…

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Living in the Shadow of the FTB: Strategies for Sacramento Taxpayers
Kugelman Law

For most Americans, the IRS is the ultimate bogeyman. But for residents of Sacramento, there is a creditor far closer to home and often far more aggressive: the California Franchise Tax Board (FTB). Headquartered right here in Rancho Cordova, the FTB has unique powers and digital systems that allow them to collect debts faster and…

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IRS Audits in Riverside’s Construction Boom: A Contractor’s Survival Guide
Kugelman Law

Riverside County is currently experiencing one of the most significant construction booms in Southern California. From commercial logistics centers in Jurupa Valley to residential expansions in Menifee and French Valley, the industry is thriving. However, this visibility comes with a hidden cost: heightened scrutiny from the Internal Revenue Service (IRS) and the California Franchise Tax…

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Reasonable Compensation Audits: The Hidden Risk for Roseville S-Corp Owners
Kugelman Law

The S-Corporation is the entity of choice for many small businesses in Roseville, from medical practices on Douglas Blvd to tech consultants in Rocklin. The primary tax advantage is obvious: you don’t pay self-employment tax (Social Security and Medicare) on the profits (distributions) of the business, only on your wages. Naturally, this creates an incentive…

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Trust Fund Recovery Penalty Defense
Kugelman Law

Received IRS Letter 3585? Defending Your Personal Assets in Trust Fund Recovery Investigations For a business owner or corporate officer, few pieces of mail are more alarming than an inquiry from the IRS regarding “unpaid Form 941 payroll tax periods.” If you have recently received IRS Letter 3585, or if a Revenue Officer has contacted…

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Setting Financial Resolutions: A Tax-Savvy Guide for 2026
Kugelman Law

As the new year approaches, many of us will set resolutions to improve our finances. We aim to save more, spend less, and invest wisely. But one of the most powerful tools for building wealth is often overlooked in New Year’s resolutions: strategic tax planning. By making tax-savvy financial resolutions, you can ensure that more…

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What to Do When You Receive an IRS Notice in the Mail
Kugelman Law

There are few things more anxiety-inducing than finding a letter from the Internal Revenue Service in your mailbox. Your mind might immediately jump to the worst-case scenario: a full-blown audit. While some notices are indeed serious, many are routine requests for information or notifications of minor adjustments. The most important thing is not to panic—and…

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Unfiled Tax Returns? A Step-by-Step Guide for Californians
Kugelman Law

The feeling of dread that comes with unfiled tax returns is a heavy burden. Whether it’s been one year or several, the problem doesn’t go away on its own. In fact, it gets worse. The IRS and the California Franchise Tax Board (FTB) impose steep failure-to-file penalties and interest, which can quickly spiral into overwhelming…

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Tax Debt Attorney: Your First Line of Defense Against IRS Collections
Kugelman Law

When you receive a letter from the IRS, it’s tempting to ignore it, especially if you already know you owe back taxes. But inaction can lead to escalating consequences: wage garnishments, bank levies, liens, and substitute returns that inflate what you owe. A tax debt attorney can help you stop collections before they begin and…

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When to Hire a Tax Attorney
Kugelman Law

Receiving an IRS notice or discovering unresolved tax liabilities can be a serious and stressful experience. Mishandling these issues can result in significant penalties, enforcement actions, or further legal exposure. Timely, strategic legal guidance is critical to protecting your interests. At Kugelman Law, we assist individuals and businesses to navigate IRS audits, tax disputes, and…

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