Helping Aircraft, Vessel & Vehicle Owners Navigate California Sales & Use Tax:
Sought After by Lawyers and CPA's

Our Process

No two transactions are exactly alike. Every aircraft, vessel, or high-value vehicle purchase presents a unique set of facts that can impact California sales and use tax obligations. That's why we take an individualized approach to every client engagement. Our recommendations are based on the specific details of your transaction, along with applicable California statutes, regulations, and current administrative guidance.

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1. Complimentary Initial Consultation

Every engagement begins with a complimentary consultation to discuss your planned or completed purchase. We'll learn about your transaction, answer your initial questions, and determine whether a more detailed exemption analysis is appropriate.

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2. Transaction Review

Our team conducts a comprehensive review of your transaction, including ownership structure, intended use, timing, residency considerations, operational plans, and other relevant factors that may affect California sales and use tax.

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3. Exemption Eligibility Analysis

We evaluate your transaction against applicable California sales and use tax laws to determine whether one or more exemptions may be available. Because eligibility depends on the specific facts of each purchase, every analysis is performed on a case-by-case basis.

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4. Documentation Strategy

If an exemption may apply, we help develop a documentation strategy designed to support your position. Proper documentation is often one of the most important aspects of successfully substantiating an exemption should questions arise in the future.

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5. Filing & Submission

When appropriate, we assist with preparing and submitting the necessary documentation and tax filings related to your transaction. Our team works to ensure required information is organized, complete, and submitted in accordance with applicable California requirements.

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6. Ongoing Audit Support

If your transaction is later reviewed by the California Department of Tax and Fee Administration (CDTFA), we're available to assist throughout the audit process. Our team helps organize documentation, respond to inquiries, and advocate on your behalf based on the facts of your transaction and applicable California law.

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Every transaction is unique. Not every purchaser will qualify for a California sales or use tax exemption, and eligibility cannot be determined without reviewing the specific facts of the transaction. We encourage buyers to begin the planning process before taking delivery, when the greatest number of legal planning opportunities are typically available.