What to Expect in a California CDTFA Sales Tax Audit (Video)
A quick CPA-led walkthrough of the CDTFA sales tax audit process — from the first notice and records requested to audit methods, findings, and appeals.
WHAT YOU’LL LEARN
- How CDTFA notifies you and sets deadlines
- Which records auditors typically request (POS, Z-tapes, bank, resale certs)
- Common audit methods: credit-card ratios & markup tests
- What happens after findings — Notice of Determination & appeals
Marc Boulanger, CPA — California Sales Tax & CDTFA Audit Specialist
Marc is a CPA with many years of experience helping California business owners resolve complex sales tax and CDTFA audit matters. With formal training in accounting and a Master’s degree in Accounting, Marc combines technical precision with practical experience across industries such as restaurants, auto repair, retail, and multi-location franchises.
Outside of work, Marc enjoys traveling the country with his wife of 30 years and their five children. His approach to audit defense is built on clear communication, thorough analysis, and treating every client’s business as if it were his own.
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