Best Tax Lawyers in Burlingame

About Tax Law in Burlingame, United States

Tax law in Burlingame, California, falls under federal, state, and local jurisdictions. Residents and businesses in Burlingame must comply with federal tax requirements set by the Internal Revenue Service (IRS), state tax obligations managed by California agencies, and local taxation rules implemented by San Mateo County and the city government. Taxes that commonly affect people in Burlingame include income tax, property tax, sales and use tax, business taxes, and occasionally estate or inheritance taxes. Navigating these multiple layers can be complex, especially when dealing with audits, disputes, or changing regulations.

Why You May Need a Lawyer

There are many scenarios where seeking the advice or representation of a tax attorney in Burlingame can be helpful. Some common situations include:

• Receiving a tax audit notice from the IRS, the California Franchise Tax Board, or local tax agencies
• Disputes over back taxes, unpaid taxes, or tax liens
• Contesting or appealing a tax assessment
• Facing penalties or collection actions such as wage garnishments or property seizures
• Seeking solutions for complex tax situations like inheritance, estate planning, or business formation
• Needing help with self-employment or small business tax filings
• Navigating the tax implications of major life events like marriage, divorce, or real estate transactions
• Ensuring compliance for cross-border or out of state financial matters
• Dealing with allegations of tax fraud or evasion
• Understanding the impact of recent changes in tax law at any level

Local Laws Overview

Burlingame falls within San Mateo County in California. Key aspects of local tax law that may affect Burlingame residents include:

• Property Taxes: Collected by the county and based on assessed property value. Supplemental assessments may occur after property transfers or improvements.
• Sales and Use Tax: California has both state and local sales tax rates, with additional rates possibly imposed by the city or county. As of the latest update, sales tax in Burlingame combines state, county, and local rates.
• Business Taxes: The City of Burlingame requires most businesses to obtain a business license and pay annual business taxes, calculated based on gross receipts or other criteria.
• State Taxes: The Franchise Tax Board oversees California personal and corporate income taxes. California tax laws can be more complex than federal tax law, especially regarding deductions and credits.
• Special Assessments and Fees: Some properties or activities may be subject to additional local assessments for schools, parks, or utility services.

Frequently Asked Questions

What types of taxes do I have to pay living in Burlingame?

Residents typically pay federal income tax, California state income tax, property tax if they own real estate, sales tax on most purchases, and potentially business or self-employment taxes.

How do I appeal a property tax assessment in Burlingame?

You can file an appeal with the San Mateo County Assessment Appeals Board if you believe your property’s assessed value is incorrect. There are specific filing periods and procedures set by the county.

Is there a local income tax in Burlingame?

No, Burlingame and San Mateo County do not levy a local income tax. Residents pay federal and state income taxes only.

What happens if I cannot pay my tax bill?

You may face interest, penalties, or collection actions like wage garnishments or liens. It is often possible to set up an installment payment plan, submit an offer in compromise, or seek hardship relief. A tax attorney can assist with negotiations.

Can a lawyer help me with IRS or California Franchise Tax Board audits?

Yes, an experienced tax attorney can represent you during audits, help gather necessary documents, communicate with agencies on your behalf, and negotiate any resulting disputes.

Do I need to collect sales tax for my Burlingame business?

If you sell tangible goods in Burlingame, you generally need to collect and remit sales tax, unless your products qualify for an exemption. The California Department of Tax and Fee Administration provides specific guidance.

What are the penalties for late payment of property taxes?

San Mateo County imposes a 10 percent penalty on late property tax payments and may add additional charges over time. Continued nonpayment can eventually result in a tax lien or sale of the property at auction.

How do recent tax law changes impact Burlingame residents?

Changes at the federal or state level, such as alterations to deductions, credits, or tax rates, can affect filing requirements and liabilities. Consulting with a tax professional ensures compliance and optimizes tax benefits.

How can I minimize my tax liability in Burlingame?

Deductions, exemptions, credits, and careful planning around investments, business operations, and real estate can help reduce your tax liability. Consulting with a local tax advisor or attorney is often beneficial.

What should I do if I receive a notice from the IRS or a state tax agency?

Do not ignore the notice. Read it carefully to understand why it was issued. Consider consulting a tax attorney to understand your options, respond appropriately, and protect your rights.

Additional Resources

If you need more information or assistance, the following resources can be helpful:

• Internal Revenue Service (IRS): Oversees federal tax matters
• California Franchise Tax Board: Handles state income tax
• California Department of Tax and Fee Administration: Deals with sales and use tax, business taxes
• San Mateo County Assessor's Office: Property tax assessments and appeals
• City of Burlingame Finance Department: Local business, license, and utility taxes
• California State Bar Association: Find licensed tax attorneys in your area
• Legal Aid Society of San Mateo County: Offers legal information and assistance to those who qualify

Next Steps

If you require legal assistance with a tax matter in Burlingame, consider the following steps:

• Gather all relevant documents, such as notices, tax returns, and communications from agencies
• Identify your main concerns or questions to clarify what you need help with
• Contact a qualified local tax attorney for a consultation
• Explore whether you qualify for legal aid or nonprofit legal organizations if cost is an issue
• Stay proactive and adhere to any deadlines or requirements outlined in official notices