TAX
PRO ROUNDTABLE EXTRA:
The
FTB Taxpayer Advocate has agreed to work directly with CSEA during filing
season to get systemic issues addressed promptly. Under this arrangement,
members will submit their issues directly to Joyce Cheng, EA, Advocacy &
Governance Manager at jcheng@csea.org, or
through the facilitators of the Tax Pro Roundtables. Ms. Cheng will
review issues for systemic relevancy, then consolidate and submit them. Our
goal is to get answers more quickly for members.
Issues will be
submitted based on these guidelines:
- They involve FTB systems, policies, and procedures.
- They protect taxpayer rights, reduce burden, ensure
equitable treatment, or provide essential taxpayer services.
- They are not unique to just one taxpayer!
If you need assistance with an unresolved FTB problem on a
single tax return, TRAO may be able to help. Visit taxpayer advocate services for more
information.