Multistate
“The California FTB sent me a 4502 notice asking for additional documentation before releasing my refund, what specific proof of income do they need?”
A California FTB 4502 notice often means the return was flagged for extra review before a refund is issued, and the proof of income requested can vary based on the items reported on the return. Common factors include wage statements, withholding documents, self-employment records, and any forms that support income shown on the return or claimed credits. The exact request may also depend on whether the return includes multiple income sources, business activity, or mismatches with information the state already has on file. The notice language and any enclosed checklist usually indicate what records are being matched. A focused session can map this against your actual situation in plain English.
In your 60-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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