The California Franchise Tax Board (FTB) enables tax preparers to obtain information about their clients’ tax accounts including confirmation of estimated tax payments, outstanding tax liabilities, access to notices issued and 1099s issued by the FTB. We can only have this access if you agree consent. For many of our clients we have established this access prior to December 31, 2016, however we are required to renew the access to your accounts again for the next twelve months. We are in the process of renewing our account access for clients who have already authorized the access in the past, and establishing the access for new clients and other clients for whom we believe that access to the FTB information will help us to be more efficient performing our services. You will be receiving a letter from the FTB notifying you of our request to renew the access or initiate access. The letter will state the name of the person(s) requesting access. The person(s) requesting access are the members of the team assigned to prepare or review your tax returns and ideally are names that you are already familiar with. If you don’t object to renewing or initiating our access to your FTB account you do not need to take any action. If you do not want to grant access, then the FTB letter will provide instructions about how to notify them to withhold access.

If you are unfamiliar with or don’t recognize the name of the team member(s) requesting access, please feel free to call the office or visit our website where you will find a complete listing of our team. We are happy to discuss any questions you have about this process and look forward to discussing them with you.