Best Tax Attorneys in San Jose

Frequently Asked Questions

• Where does the Tax Court hold trial sessions closest to San Jose, California?

  The nearest location to San Jose, where the United States Tax Court holds trial sessions, is in San Francisco. The address for the San Francisco trial location is Rooms 2-1408, Federal Building & U.S. Courthouse, 450 Golden Gate Avenue, San Francisco, CA 94102.

• Where is the low-income taxpayer clinic that is closest to San Jose, California?

  The following are the nearest low-income taxpayer clinics to San Jose:

  Chinese Newcomers Service Center at 777 Stockton Street, Suite 104, San Francisco, CA 94108. Justice and Diversity Center of the Bar Association of San Francisco at 201 Mission Street, Suite 400, San Francisco, California 94105. UC Law San Francisco LITC at 200 McAllister Street, San Francisco, CA 94102.

• What happens when residents in San Jose fail to pay their tax obligations to the California Franchise Tax Board on time?

  When residents in San Jose fail to settle their dues with the California Franchise Tax Board on time, they inevitably face the burden of growing interest on the remaining balance, mandated by law. However, the FTB may consider ceasing the interest in instances such as a delay in their administrative action, catastrophic events, unfair use of authority, improper notification of an assessment proposal, or failure to acknowledge a taxpayer's updated address after receipt of the change notification.

• What are the rights of a taxpayer in San Jose under the California Taxpayers' Bill of Rights?

  Under the California Taxpayers' Bill of Rights, a San Jose taxpayer's rights include:

  • Right to representation
  • Right to respectful and competent service
  • Right to settle the exact amount of tax owed
  • Right to the confidentiality of their tax-related data.
  • Right to protest, appeal, and pursue legal recourse.

  These rights guarantee respectful and fair treatment throughout the tax assessment and collection procedures.

• In San Jose, who is eligible for the Middle-Class Tax Refund?

  In San Jose, citizens who filed a comprehensive tax statement for 2020 by October 15, 2021, are entitled to the Middle-Class Tax Rebate. Residents who obtained their Individual Taxpayer Identification Number after this date are still eligible, provided their 2020 tax return was filed no later than February 15, 2022. Those who meet these criteria will receive the MCTR as a direct deposit or debit card payment.

• What are the obligations and requirements for obtaining and maintaining a business tax certificate in San Jose?

  Any individual or organization operating a business in San Jose must register for a business tax certificate. This involves paying the relevant fee within 90 days from the commencement of the business. After registration and fee settlement, the business tax certificate is proof of tax payment and should be exhibited publicly at the business premises. However, this certificate doesn't replace necessary zoning, fire code, occupancy, or any city, county, state, or federal licenses or permits.

• How should individuals file a tax refund claim in San Jose?

  Individuals filing a tax refund claim in San Jose must adhere to the prescribed refund claim form set by the director. If the form is unavailable, the claim should include the information outlined in California Government Code Section 910. It must specify the amount claimed to be paid excessively or received erroneously by the city. In addition to specific grounds with details for evaluation by the director and city officials, supporting documentation should be included.