Month: November 2021

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Ten (10) Requests for 2021 Annual Taxpayer Bill of Rights Meeting

This year’s Franchise Tax Board Annual Taxpayers Bill of Rights Meeting was held online on Thursday, December 2, 2021. Here is the five-minute speech that I made.

The full video of the 1+ hour meeting is here.

FTB prefers, but does not require, that you submit the requests in writing prior to the meeting so they know what to expect. There is no limit to how long a written submission can be, so my written submission was much longer and more detailed than the speech was.

Written Version of the ATBOR Requests

November 30, 2021

Franchise Tax Board Taxpayer Advocate Office

Email: FTBAdvocate@ftb.ca.gov. 

Fax: (916) 843-8330

Re: Ten (10) Requests for Annual Taxpayer Bill of Rights Meeting

Hello Taxpayer Advocate Staff: 

Here are my ten (10) requests for the 2021 Annual Taxpayer Bill of Rights Meeting.

  1. Close the Loophole That Allows FTB To Evade Due Process for Implementation of Collection Tools

Require that FTB appear before a Superior Court judge to procure a proper judgment in accordance with the laws of the State of California prior to implementation of Collection tools, including wage garnishments, levies and liens. Please see email dated October 23, 2021 for details. 

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My First Federal Criminal Complaint is Filed!

*Note: This post is in the middle of being reformatted. Please excuse the odd appearance.

I have filed the first in a series of Federal Criminal Complaints against assorted FTB staff for their various crimes. I believe that the majority of staff at FTB are good people “who are just doing their jobs.” Unfortunately, these job duties include bona-fide crimes. I believe that FTB staff will remain complicit until they are held personally accountable for their unlawful behaviors. The “just doing my job” argument is not allowed in court.

This Federal Criminal Complaint is against Carrey Burton-Beilby and Alexis Bear, agents in FTB’s Collections Department, who each directed me to send FTB more money than the bill stated was due, then falsified FTB’s internal accounting records to make it look like that higher amount of money was the total that was always due.

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Second Legislative Change Request: Close the Married Loophole

Dear FTB Advocate, FTB Board of Directors, Governor Newsom, and Legislators:

I am requesting that legislators immediately change California State law to recognize married couples as one tax entity in accordance with the guidelines set forth by the IRS. 

The IRS treats married couples as a single taxpaying entity from the moment the couple notifies them of marriage until the couple notifies them that the marital status has changed.

However, FTB considers all individuals as unmarried. Each year, after a married couple files that year’s return, FTB updates their records with proper marital status for only that particular year. I believe that: 

1. FTB utilizes this loophole in the system in order to falsely impose penalties and fees via policy and procedure violations

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