Rules for Tax Appeals Archives - Bewley, Lassleben & Miller, LLP

California Office of Tax Appeals Bifurcates Proposed Regulatory Changes to Temporarily Table its Proposed Amendments to Limit Taxpayer Appeals

The California Office of Tax Appeals (“OTA”) removed the contentious proposal to limit the agency’s jurisdiction and taxpayer appeals from its proposed changes to its Rules for Tax Appeals. On May 10, 2023, the OTA issued a notice that it is moving forward and proposing to adopt amendments to the Rules for Tax Appeals.

California Office of Tax Appeals Holds Interested Parties Meeting

The California Office of Tax Appeals (“OTA”) held an interested parties meeting (“IPM”) yesterday morning to discuss the voluminous and substantial proposed amendments to the OTA’s current Rules for Tax Appeals.

As mentioned in our prior update, the OTA’s new proposed revisions to the Rules for Tax Appeals contain several changes detrimental to California taxpayers and infringe upon the principle of fundamental fairness necessary to adjudicate tax appeals.

California Office of Tax Appeals Proposes Amendments to Limit Taxpayer Appeals

The California Office of Tax Appeals (“OTA”) recently released important and substantial proposed amendments to its current regulations for tax appeals that should be of concern to taxpayers with pending or future appeals with the agency. On February 7, 2023,