Client Wins
Our clients have the benefit of our outstanding track record, both at the administrative level and in court. This not only demonstrates that we can go the distance, but our reputation for winning means that our clients get the best settlement deals when negotiating with the taxing agencies. The following are examples of some of the wins we have had over the years.
Our Results
San Francisco Business License Tax Dispute
Dakessian Law resolved a $2.1 million assessment of San Francisco business license tax at ...
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OTA: Excise Tax Dispute Video
Dakessian Law successfully represented the taxpayer in a case involving the taxability of hookah ...
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CDTFA Appeals Board: Distributor
Dakessian Law represented a distributor company in a successful petition before the California Department ...
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OTA: Appeal of Conacher Video
Dakessian and his team prevailed after an oral hearing before the Office of Tax ...
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Sacramento-based Food Company
Dakessian represented this well-known corporate taxpayer in sales tax administrative proceedings before the California ...
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San Diego Car Rental Fee Litigation
Dakessian represented Enterprise Rent-A-Car and Hertz Car Rental in a reverse validation action against ...
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[Redacted] Joint Venture
In one of the largest California tax disputes on record, Dakessian and his team ...
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City of Rialto Business License Tax Litigation
Dakessian Law represented a major energy company in a big win at the Court ...
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Privately-Held Apparel Company – Sales Tax Reduction
Within six months of being retained to help negotiate with audit staff, Dakessian Law ...
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[Redacted] Energy Sector Client
The Dakessian Law team scored another major win at the FTB protest level for ...
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World Wide Produce – Attorney Fee Award
Following a win at trial in September 2018, in April 2019, the trial court ...
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[Redacted] Privately Held Real Estate Firm
Dakessian was retained to handle a $70 million assessment involving a privately held real ...
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NFL Athlete – Residency Dispute Video
Dakessian was lead counsel in the high-profile appeal of former National Football League star ...
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[Redacted] Charitable Remainder Trust
Dakessian prevailed in his protest of the Franchise Tax Board’s $8 million assessment of ...
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[Redacted] Charitable Trust
Wiped out entire assessment of $8 million in taxes, interest, and penalties in a ...
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[Redacted] Fortune 500 Food Company
Achieved pre-hearing win for a Fortune 500 food company. The two issues involved: (1) whether ...
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[Redacted] Angel Investor
Eliminated a $3 million tax bill for angel investor in pre-hearing resolution just weeks ...
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American Century Investments
Prevailed in administrative income tax appeal and saved the client company $1.9M in corporate ...
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Mannco
Major win representing entity owned by the late Alfred Mann (noted biomedical entrepreneur, philanthropist, ...
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[Redacted] Payroll Tax win before ALJ for Major Apparel Co.
Obtained favorable ruling before an administrative law judge (ALJ) in a payroll tax appeal ...
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[Redacted] California/Nevada Residency Dispute
Resolved a California Franchise Tax Board residency dispute with a “no change” audit determination.
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Liberty Utilities
Represented Liberty Utilities before BOE in state-assessed property tax appeal and obtained a $29.7 ...
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[Redacted] Income Tax win for Trading Co.
Successfully resolved one of world’s largest privately held trading company in an FTB administrative ...
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[Redacted] Major California Glazing Contractor
The Dakessian Law team eliminated an entire sales tax assessment worth several millions of ...
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G&C Equipment Corporation (G&C II)
Obtained $225,000 in interest abatement in sales tax case based on unreasonable administrative error ...
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Minimed Infusion
Won Nevada commercial domicile case, wiping out client’s entire assessment of taxes, interest, and ...
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Mantels & More
Secured win for construction contractor at appeals conference level in sales/use tax case saving ...
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G&C Equipment Corporation (G&C I) Video
Argued before State Board of Equalization as lead counsel in sales tax administrative appeal. ...
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Tax Analysts v. Franchise Tax Board
Marty Dakessian successfully represented tax news publisher Tax Analysts in a state-level freedom of ...
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SpaceX
Win before Los Angeles County Assessment Appeals Board involving whether space flight equipment qualified ...
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Cutler v. Franchise Tax Board (Cutler II)
Argued before Court of Appeal in a case involving availability of attorneys’ fees in tax ...
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Daniel V, Inc. v. Franchise Tax Board
Lead trial counsel in 3-day bench trial involving whether investment company’s commercial domicile was ...
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Parmar v. State Board of Equalization
Court of Appeal affirmed invalidation of tax agency’s longstanding policy of assessing corporate officers ...
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Cutler v. Franchise Tax Board (Cutler I)
Argued before Court of Appeal as lead counsel and obtained published appellate opinion holding ...
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Santander Auto Finance
Multi-million win in case involving client’s entitlement sales tax bad debt deduction. Obtained complete ...
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M/Y Bellissima
Win before the Orange County Assessment Appeals Board on the property tax assessment of ...
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1033 Tax Deferred Exchange
Win before Franchise Tax Board in case involving a 1033 exchange. After adverse decisions ...
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Mica Industries, Inc.
Mica Industries, Inc. Win before State Board of Equalization on issue involving fabrication labor ...
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Alan Berman Trucking, Inc.
Alan Berman Trucking, Inc. Win before Administrative Law Judge in payroll tax appeal. Issue ...
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[Redacted] Franchise Tax Board
Win before the Franchise Tax Board in a case involving apportionment issues, net operating ...
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Communities to Save Enterprise Zones
Counsel for Communities to Save Enterprise Zones. Represented broad coalition of Enterprise Zone employers ...
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Cyntron v. Housing and Community Development
Pre-emptive litigation filed against state agency in Sacramento County Superior Court for potential regulatory ...
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B&R Industries
Win before State Board of Equalization on issue of successor liability. Case was won ...
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Los Angeles County Assessor’s Office
Win before the Los Angeles County Assessor’s Office resulting in a 65 percent reduction ...
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Argonaut Group, Inc.
Win before the State Board of Equalization involving factor representation for dividend income of ...
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DeVry, Inc.
Win before the State Board of Equalization involving the definition of “qualified employee” for ...
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Los Angeles County Assessor’s Office
Win before the Los Angeles County Assessor’s Office in a change-in-ownership matter involving a ...
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Jessica McClintock, Inc.
Win before the State Board of Equalization involving the definition of “qualified employee” for ...
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Enterprise Rent-A-Car
Win before the State Board of Equalization involving sales tax treatment of customer satisfaction ...
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Granite Construction, Inc.
Win before the State Board of Equalization involving the definition of “qualified property” for ...
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Los Angeles County Assessor’s Office
Win before the Los Angeles County Assessor’s Office reversing a change-in-ownership determination involving property ...
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Ventura County Assessor’s Office
Win before the Ventura County Assessor’s Office. Saved $10 million per year in property ...
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Los Angeles County Assessor’s Office
Win before the Los Angeles County Assessor’s Office. Marty and his team were able ...
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Trend Offset Printing
Win before the State Board of Equalization on the Manufacturers’ Investment Credit. Issue involved ...
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Kia Motors
Win before the State Board of Equalization on sales tax issue involving fair rental ...
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Testimonials
"I have worked in the state of California my entire career, 12 years in an international Big 8 accounting firm, and 26 years on the corporate tax side with the last 18 years as Director of Tax. I have used many of the large accounting and law firms on various audits and appeals. I recently decided to use Marty’s firm on a very material sales tax appeal. Marty’s preparation and approach to the appeal were well thought out, very thorough, and ultimately successful. In my opinion, Marty is likely the smartest and most experienced tax attorney in the state. If you have tax issues in Sacramento, Marty is the person to hire." — Director of Tax, Major California based food company
"We retained Dakessian Law for a significant tax matter in California that impacted both our organization and many of our key suppliers in the government space. As a result, we received a favorable decision and refund from the California Department of Tax and Fee Administration. Dakessian Law was two steps ahead during the entire process and were excellent communicators throughout. Not only were we pleased with the result, but we were able to reach that outcome in a cost-effective manner. We would highly recommend Dakessian Law." — Corporate Counsel, Multinational Distribution Company
"We retained Marty Dakessian and his team to assist with an FTB controversy worth tens of millions of dollars to our company that had been ongoing for several years. Using his contacts within the agency, his knowledge of the process, and his stellar reputation, Marty was able to help us break the logjam and bring the case to an extremely favorable resolution in less than a year. We could not have done it without Marty and I would recommend him and his team unequivocally to handle the largest and most complex California tax matters." — A.I., Chairman, Major privately held real estate firm
"Marty Dakessian and his team did an outstanding job helping my clients with $8 million in tax, interest, and penalties assessed by the Franchise tax Board. The income tax controversy involved an alleged tax shelter. We retained Marty's firm right after the assessments had been issued by the FTB. Marty and his team deftly navigated the administrative process, personally met with the key FTB agents and persuaded the agency to withdraw the assessments in full at the protest level. This was by far the best possible outcome achieved at the earliest possible stage in the process. My clients and I are grateful for the fantastic work Marty and his team did and give them our highest recommendation." — R.Weiner, CPA, JD
"Marty Dakessian is a talented lawyer. He understands the intricacies of California tax law, not only in terms of the substantive law but also how to maneuver through a complicated and intimidating process. What sets Marty apart is his ability to communicate a complex tax issue in simple, but persuasive terms. He did an extraordinary job during our superior court trial, winning back everything we paid the FTB and also getting us over a million dollars in attorneys' fees. He is an extremely loyal and honest person, and I count him among my friends."
— Ron Lane, Lane Kuhn Pacific
"Marty helped my client, a regional transportation company, with its payroll tax appeal before an administrative law judge. At the hearing, Marty and his team methodically took apart the auditor's case. The results speak for themselves. The administrative law judge ruled 100% in my client's favor, nullifying the Department's assessment. Marty gets my highest recommendation."
— M.Wallace, CPA
“In early 2017, we had a California payroll tax hearing before an administrative law judge. Marty’s trial skills were on full display in this setting. His cross-examination of the auditor, his timely objections to the auditor’s testimony, and his ability to discredit the audit report were keys to our success. He followed up by drafting a persuasive post-hearing brief that we submitted to the judge. We received a decision in the mail several weeks later. The administrative law judge ruled in our favor for 94% of the employees at issue and ordered that the Department pay nearly all of our claimed refund. Marty is a natural in this setting and I would not hesitate to recommend him to clients who have cases pending before administrative law judges." — Vice President of Taxes, major Los Angeles-based apparel company
"I would recommend Marty to anyone with a California tax issue. We had a sales tax problem spanning multiple audit cycles. Although it wasn't easy, Marty did what any company executive would like to see--he got the Department to concede without ever having to expend the time, money, and stress of a tax appeal hearing. This resulted not only in a cancellation of the assessments at issue in the case, but solved the problem going forward. Marty's knowledge of the process and the substantive law is unparalleled. But perhaps his greatest assets are his passion for his clients, and his determination. He never gives up. - Principal, California-based manufacturing and design firm."
— Principal, California-based manufacturing and design firm
"Marty Dakessian did a great job representing us in our state-assessed property tax case before the State Board of Equalization. His reputation, knowledge of the process, and ability to clearly present complicated tax concepts were all invaluable in getting us the result that we wanted. It was a significant win for us and our ratepayers. We would recommend Marty without reservation to prospective clients."
— Greg Sorensen, President, Liberty Utilities (West Region)