Make a Payment
Send Us a File
Client Memo – New Taxpayer Procedure
  • Client Memos, Computer Security, Tax
Blue gradient background with diagonal lines and the text "Client Memo" in white at the bottom right corner, elegantly highlighting important mortgage rates.

Early last year, the Franchise Tax Board (FTB) implemented a new procedure to notify taxpayers of the name of the tax preparer who has access to their tax information on the FTB’s website. In addition, the access right expires after 13 months and the FTB is required to notify taxpayers again. This means that you will be receiving letters from the FTB stating that one of our staff members has requested authorization to view your account. This is because we normally verify your tax information on the FTB website when preparing your tax return. Therefore, when you receive such a notice and do not recognize the name of the person requesting authorization to view your account, please contact us before you deny the access. It might be one of our staff members requesting FTB access for the preparation of your tax return.

This new procedure was established to protect taxpayers’ identities, however, it inadvertently concerns taxpayers that there may be some identity theft or unauthorized access issues. We apologize for any confusion this new FTB process may have created. Please inform us of any communications received from the FTB naming a tax preparer that you do not recognize.

If you have any questions regarding the above, please do not hesitate to contact us.

Disclosures

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices across the United States. Registration as an investment adviser does not imply any level of skill or training.

The information provided is not intended as personalized investment, tax, or legal advice. There is no guarantee that any opinions, projections, or views expressed will materialize. You should consult a qualified professional before making financial decisions.

Information is subject to change without notice and is believed to be reliable but is not guaranteed. For Cerity Partners’ registration status, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

For additional details about our services, fees, or potential conflicts of interest, please request our disclosure statement, including Form CRS and ADV Part 2, using the contact information provided.

Recent Publications

A person types on a laptop surrounded by floating tax-related icons, such as a calendar and document, illustrating financial organization and online tax management. Proposed regulations for §267 and §707 could influence transactions with partnerships in this digital landscape.

Form 1099 Changes in the One Big Beautiful Bill Act (OBBBA)

  • Tax
Two individuals in business attire are seated at a desk during a professional meeting. One holds a book and points at documents, discussing possible tax proposals, while the other writes on the papers with focused intent. The scene suggests a legal consultation.

California Extends the Pass-Through Entity Elective Tax

  • Tax
A hand reaches towards a digital interface showcasing tax-related icons: a dollar sign, globe, calculator, and document. At the center, the word "TAX" stands out prominently. The theme highlights technology's role in taxation with important updates like California Pass-Through Entity Tax developments.

Tax Provisions in the One Big Beautiful Bill

  • Tax
Logo with the word "APEX" in bold black letters and "LEGENDS" in smaller white letters beneath it. Below, an orange triangular geometric shape resembles a mountain peak. The background is light gray.
Address

16830 Ventura Blvd.
Suite 400
Encino, CA 91436

Contact

310-284-8267
818-783-7140
info@fbco.com

Hours

Monday – Friday
9 AM – 5 PM

Logo with the word "APEX" in bold black letters and "LEGENDS" in smaller white letters beneath it. Below, an orange triangular geometric shape resembles a mountain peak. The background is light gray.

© Fishman, Block + Diamond by Cerity Partners