Ask AI
HomeGeneralAbout us | FTB.ca.gov

About us | FTB.ca.gov

About Us

At FTB.ca.gov, our mission is to help taxpayers file timely and accurate tax returns, and pay the correct amount to fund services important to Californians. We are committed to carrying out our fiduciary responsibilities to taxpayers by managing their accounts with accuracy and financial integrity. Transparency is important to us, as we strive to maintain public trust and confidence.

Our Board Members

  • Malia Cohen: State Controller, Chair, Franchise Tax Board
  • Sally J. Lieber: Member, Board of Equalization
  • Joe Stephenshaw: Member, Department of Finance

Our Executive Team

  • Selvi Stanislaus: Executive Officer
  • Monica Trefz: Acting Chief, Audit Division
  • Jozel Brunett: Chief, Legal Counsel
  • Jennifer Fowler: Chief, Accounts Receivable
  • Jeanne Harriman: Chief Financial Officer
  • Carol D. Williams: Chief, Administrative Services
  • Nadean Shavor: Chief Information Officer
  • Roger Lackey: Chief, Filing Services

Our Foundational Principles

  1. Protect the privacy and security of data entrusted to us.
  2. Carry out our fiduciary responsibilities to taxpayers by managing their accounts with accuracy and financial integrity.
  3. Operate with transparency to maintain public trust and confidence.
  4. Conduct our business in accordance with the Statement of Principles of Tax Administration, Taxpayers' Bill of Rights, and our organizational values.

Our Values

Lead with Integrity and Inspiration

As inspirational leaders, we are committed to pursuing the right path, communicating clear expectations, and igniting diverse ideas and innovation. We cultivate a culture of belonging and invite everyone to maximize their potential every day.

Bring Our Best

By bringing our best, we exemplify honesty, inclusivity, credibility, and accountability. We value our staff and encourage them to bring their best every day.

Deliver Excellent Products and Services

Quality is best achieved through collaboration with our diverse customers and each other. We deliver excellent products and services that meet the needs of all our customers.

Contribute to a Caring Community

We encourage mutual respect, kindness, and teamwork. This creates a supportive and inclusive work environment that appreciates diversity and allows all of us to flourish in the community we work and live in.

Become Experts at What We Do

We are motivated to continually improve and grow. We take advantage of tools and opportunities to develop in our chosen career path and to help inspire and engage others in our diverse workforce.

Our Goals

  1. Exceptional Service: Strive to continuously enhance our customers' experience.
  2. Effective Compliance: Fairly administer the law to ensure taxpayers file and pay the correct amount.
  3. Strong Organization: Value, invest in, challenge, and empower our employees to have an enterprise view, be experts in their field, and achieve their full potential.
  4. Operational Excellence: Optimize our processes, products, services, and resources to better serve our internal and external customers.

Our Programs

  • Filing
  • Collection
  • Audit
  • Technology
  • Legal

Please note that by clicking on external links, you will be leaving ftb.ca.gov. We do not control the destination site and cannot accept any responsibility for its contents, links, or offers. Before using the site, we recommend reviewing the site's security and confidentiality statements.

Translation of our website is available through the Google™ translation feature provided on the Franchise Tax Board (FTB) website. However, please note that this translation feature is for general information only. For official business, it is recommended to consult with a translator.

The web pages currently in English on the FTB website are the official and accurate source for tax information and services we provide. Any differences created in the translation are not binding on the FTB and have no legal effect for compliance or enforcement purposes. If you have any questions related to the information contained in the translation, refer to the English version.

We do translate some pages on the FTB website into Spanish, but these pages do not include the Google™ translation application. For a complete listing of the FTB's official Spanish pages, please visit the La página principal en español (Spanish home page).

Please note that we cannot guarantee the accuracy of the translation provided by the Google™ translation feature and shall not be liable for any inaccurate information or changes in the page layout resulting from the translation application tool. Additionally, the translation tool will not translate FTB applications, such as MyFTB, or tax forms and other files that are not in HTML format. Some publications and tax form instructions are available in HTML format and can be translated. Visit our Forms and Publications search tool for a list of tax forms, instructions, and publications, and their available formats.

Copyright © 2024 MKG Tax Consultants . All rights reserved.