Below is a list of some of the cases the firm has handled, not a complete list, and is not a guaranty of future results.
Confidential Taxpayer v. Franchise Tax Board
A former Klein & Wilson client found itself in trouble with the Franchise Tax Board for failing to make a proper accounting of taxable income. The dispute hinged upon a critical analysis of two key tax provisions. Klein & Wilson's client had been represented by a prominent tax firm, but after the tax firm was unsuccessful in getting a resolution with the Franchise Tax Board, Klein & Wilson filed an appeal of the Franchise Tax Board's decision and set a hearing before the State Board of Equalization. Although Klein & Wilson had never appeared before the State Board of Equalization, it received a four to one vote in favor of its client, saving the client over $1 million in taxes.