Field Office Appointment Requests Public Service Bulletin

March 16, 2021

Purpose of bulletin

To inform staff the FTB field offices have a self-serve option for customers to schedule field office appointments via the public website (www.ftb.ca.gov).

Background

The Franchise Tax Board’s field and public counter staff provide tax filing, and payment assistance to taxpayers and their authorized representatives concerning Personal Income Tax (PIT), Business Entity (BE) Income Tax and Non Tax Debt. Due to the COVID-19 social distancing requirements, the field offices now assist all customers by appointment only.

Additional Information

Customers can schedule a field office appointment by visiting the Office Locations page on the public site, and follow the instructions on How to Schedule an Appointment.

Taxpayer Inquiries

If you receive a contact regarding a request for an appointment at a field office, attempt to resolve the customer’s matter. If an appointment is necessary, please direct the customer to the public website to self-serve and schedule their appointment.

If the customer is unable to schedule the appointment, visit www.ftb.ca.gov and schedule the appointment on behalf of the customer.