Multistate
“I got an FTB 5818 Notice of Tax Return Change that created a massive balance due, how do I officially protest the state's recalculation before it goes to collections?”
A California FTB 5818 Notice of Tax Return Change often raises questions about how the state arrived at the revised balance and what part of the underlying return or supporting records is driving the change. The response can depend on the notice details, the tax year involved, whether the issue came from income matching, filing status, credits, or apportionment, and whether a formal protest or written explanation is being considered. The timing of any response also matters because collection activity, penalty buildup, and account holds can differ based on how the notice is handled and what documentation is available. Going through your records with a CPA usually surfaces the answer in under an hour.
In your 90-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I moved from Virginia to Arizona this year, how do I file taxes in both states?”
“I lived in Virginia and then Arizona this year, how do I do my taxes in both states?”
“As someone who moved from Virginia to Arizona, how do I file state taxes?”
“I paid for business supplies using my personal credit card on behalf of my Florida non-profit, can I still legally use the DR-14 exemption certificate for that purchase?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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