California Audit, Tax and Consulting
A strong history serving California
With offices throughout California–including San Francisco, San Jose, Los Angeles, Irvine and San Diego–RSM has an expansive presence in the state that continues to be one of the major international hubs of innovation and business leadership. We serve more than 2,000 businesses in all major industries–many with a global presence. Our client base continues to grow as does our commitment to professional development of our skilled workforce. We take pride in our diversity–both within our employee base and the clients that we serve.
Commitment to the community
Our commitment to California extends beyond serving the needs of our clients. Our personnel devote their time, money and efforts to many local charitable organizations, fundraisers and events. For example, in 2015 RSM raised approximately $70,000 to benefit a variety of charities in California through the firm’s Birdies Fore Love program as a part of the 2015 RSM Classic.
For information about the employment opportunities currently available in California, please visit the Careers section of our site.
California proposes first unclaimed property voluntary disclosure program in over ten years; would offer waiver of interest and penalties.
California Franchise Tax Board issues first of three reports discussing implications of recent federal tax reform.
FTB provides state guidance on federal tax reform addressing the medical expense deduction, the SALT deduction and repatriation.
Tax incentives focused on job growth and investment, many of which have already expired, extended through budget legislation.
Employer leave-based donation programs let employees forgo personal leave in exchange for cash payments to charities for disaster relief.
The IRS has provided disaster relief, including retirement accounts, to the taxpayers affected by the wildfires in California.
California taxpayers located in several counties are eligible for disaster-related benefits such as filing and payment extensions.
The IRS announced tax relief to certain northern California counties impacted by the recent outbreak of wildfires.
Analyzing recent FTB guidance on determining whether a taxpayer can take a credit or deduction for taxes “paid” to another state.
General Assembly establishes two new agencies to replace Board of Equalization’s tax appeals and tax administration functions.
The first round of funding for the California Competes Tax Credit for FY 2017-18 opens July 24, 2017, and will close on Aug. 18, 2017.
For California purposes, section 382 applies on a pre-apportionment basis, RBIGs, NUBIGs, RBILs and NUBILs on a post-apportionment basis.
FTB declines appeal of decision finding that 0.2 percent interest in a manager-managed LLC did not constitute ‘doing business’ in the state.
2016 combined annual filing of the San Francisco Gross Receipts Tax and Payroll Expense Tax is due on Feb. 28, 2017.
Taxpayer appeals to Supreme Court on ability to elect the MTC’s three-factor apportionment formula in calculating California franchise tax.
California FTB adopts market-based sourcing amendments clarifying sourcing of receipts from marketable securities and interest income.
A significant unclaimed property decision by a California court may indicate a refund opportunity for retailers. Are there opportunities elsewhere?
U.S. Supreme Court denies certiorari in a case challenging California’s unclaimed property owner notification and escheatment requirements.
FTB advises individuals that they are not allowed a credit against individual tax for Revised Texas Franchise Tax paid.
Uber drivers are reclassified as employees rather than independent contractors subjecting Uber to employer regulatory and tax regimes.
San Francisco to fully phase out payroll tax by 2018. Final first year payment of gross receipts tax under Proposition E is due March 2, 2015.
California announces fiscal year 2014-15 application periods for more than $150 million in jobs and investment income tax credits.
The California FTB has approved a staff request to finalize proposed changes to the state’s sales factor market-based sourcing rules.
The California Franchise Tax Board recently introduced a new annual filing requirement to track deferred section 1031 gain from California property.
The California Franchise Tax Board announced it is moving forward with amendments to the state’s partnership income apportionment regulations.
California’s new sales and use tax exemption for purchases of tangible personal property used in manufacturing or R&D is now in effect.
California Franchise Tax Board adopts final revised withholding at source regulations; related guidance and form instructions may be out of conformity.
supplement 2014 Monitor report, a number of additional reports provide an in-depth look at industry in various states across the country.
Securing maximum credit value requires a solid understanding of business operations, the details of available tax credits, and where they intersect.
California Office Locations
18401 Von Karman Ave.
Irvine, CA 92612
Gretchen Valentine, Office Managing Partner
515 South Flower St.
Los Angeles, CA 90071
Joe Mazza, Office Managing Partner
1455 Frazee Rd.
San Diego, CA 92108
Jerry Varga, Office Managing Partner
44 Montgomery St.
San Francisco, CA 94104
Tim Tiefenthaler, Office Managing Partner
100 West San Fernando St.
San Jose, CA 95113
Careers in California
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