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In The News

FTB Publishes FAQ Regarding The Caliornia Competes Tax Credits and the Winding Down of the EZ Program

Vouchering Expected to Continue Through 2014

Email: info@canditax.com
Ph: 310-402-2780


Naomi Dotan, C.P.A. | Principal

As a principal of C & I Tax Consultants, Naomi manages the tax credits and incentives analyses for C & I’s clients. Naomi has developed a proprietary credit analysis software program that accurately and efficiently calculates the California Enterprise Zone and Federal Empowerment Zone Tax Credits. Because of her extensive expertise in the field, accounting firms of all sizes, including several top 10 firms, refer their Enterprise Zone tax credit work to C & I. Naomi is an expert at creative and effective strategies aimed at maximizing documented credits and credit utilization while minimizing audit risk. An experienced advocate for her clients before the Franchise Tax Board, she has successfully overturned adverse Franchise Tax Board determinations and secured substantial credit allowances for her clients. She also counsels her clients on proactive methods to screen potential employees to capture additional credit opportunities.

Naomi was formerly the Manager of the Credits and Incentives Division at RSM McGladrey where she was the National Program Manager for RSM’s nationwide Enterprise Zone Tax Credit service line. She also helped develop a nationwide project of quantifying the audit risk associated with an entity’s nexus creating activities. Prior to RSM, Naomi was the Senior Audit Manager at a boutique consulting firm specializing in the Enterprise Zone tax credits where she oversaw the entire company’s credit analysis team and the audit department. She handled over 20 audits including Fortune 500 companies in which she successfully defended millions of dollars in tax credits.

Naomi graduated magna cum laude from UCLA and began her career in the State and Local Tax Department at Arthur Anderson where she provided tax compliance and consulting services for corporations, partnerships and LLCs in a wide range of industries.

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A. Steven Dotan, Esq. | Chief Executive Officer

Steven Dotan is a principal of C&I Tax Consultants. He is a founder of the Company and has been instrumental in bringing C&I to the forefront in the specialty field of Enterprise Zone Tax Credits. He regularly monitors regulatory changes in the Enterprise Zone tax regulations and contributes to lobbying efforts in Sacramento. Steve has been interviewed and cited in many business and professional journals on the topic of the Enterprise Zone Tax Credit Program. Steve oversees the company’s business operations and general corporate governance.

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Jenny Pruneau | VP of Business Development

As Vice President of Business Development for C&I Tax, Jenny Pruneau is a dedicated and devoted professional going above and beyond the call of duty for her clients.  Jenny brings to C&I her excellent communication skills and ability to build strong relationships based on trust and confidence.  Throughout her career, Jenny has developed an extensive network contacts, with whom she keeps in close contact to keep her finger on the pulse of the industry.  As C&I’s primary client liaison, she has successfully ensured that C&I’s clients are educated and completely satisfied with C&I’s services and the results they provide.

Formerly an account manager and recruiter for Teksystems, Inc., Jenny developed and maintained working relationships with scores of consultants to ensure positive experiences and outcomes for both clients and consultants.  There, she was responsible for screening and placing candidates at companies including Visa International, Wells Fargo, Bank of America, Charles Schwab and Oracle.

Jenny has developed an extensive network of clients and accountants who regularly refer clients to her.  She has lectured at California CPA Society functions extolling the virtues of the Enterprise Zone Tax Credit Program.  She has partnered with several government agencies to help sponsor workshops and other avenues to promote the EZ credits and educate potential clients about the benefits of the credits.  Jenny is an avid supporter of the San Francisco Heart Walk sponsored annually by the American Heart Association and has previously volunteered at Free Arts for Abused Kids.

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