Management team directory

Executive Office

Executive Officer, Selvi Stanislaus — 916-845-4543

Divisions

Accounts Receivable Management Division Chief, Jennifer Fowler – 916-845-4413

This division collects and manages unpaid individual and corporate income tax debts. They also collect unpaid individual non–tax debts for some state agencies.

Accounts Receivable Bureaus Contact Phone Number
ARM Advisory, Analysis and Services Bureau Erica Weatherspoon 916-845-2737
Business Entity Collection Bureau Ozra Nayebkhil 916-845-6576
Field and Complex Account Collection Bureau Tiphanie Weiss 916-845-5742
PIT Billing and Collection Services Bureau Jacquelyn Griffin 916-845-3544
Special Programs Bureau Gina Purcell 916-845-5082
Statewide Collection Bureau Gretchen Moe 916-845-5504

Administrative Services Division Chief, Carol Williams — 916-845-7090

This division supports the organizational needs of FTB, its employees, and the independent Taxpayers' Rights Advocate.

Administrative Services Bureaus Contact Phone Number
Business and Human Resources Bureau Candie Malone 916-845-4937
Communications Services Bureau Daryl Lee 916-845-4401
Equal Employment Opportunity Office Ellen Clemente 916-845-3651
Internal Audit Bureau Andrea VanWalleghem 916-845-3488
Organizational Development and Talent Management Bureau Paul Ogden 916-845-7285
Privacy, Security, and Disclosure Bureau Robert Mayorga 916-845-5245
Taxpayers' Rights Advocate Office Angela Jones 916-845-5796

Audit Division Chief, Monica Trefz (Acting) — 916-845-4002

This division examines individuals and businesses income tax returns and supports tax compliance initiatives.

Audit Division Bureaus Contact Phone Number
Audit Services, Administration, and Protest Bureau Adam Clark 916-845-5124
Criminal Investigation Bureau Zsuzsanna Abeln 626-974-4871
Individual and Pass Through Entity Audit Bureau Nick Payan 626-859-4624
Individual Audit Program Nick Payan 626-859-4624
Pass-Through Entity Audit Program Doug Middleton 916-845-6320
Federal/State Special Audit and Business Support Section Elizabeth Cates 916-845-7865
National Business Audit Bureau Madhvi Shah 408-232-0335
Technical Resource and Services Bureau Lynn Chau 916-845-7048

Filing Division Chief, Roger Lackey — 916-845-3627

This division designs, distributes, and processes income tax forms. They help taxpayers respond to FTB billings and file real estate withholding information. They administer a program that enforces income tax filing requirements.

Filing Division Bureaus Contact Phone Number
Filing Compliance Bureau Scott Reid 916-845-5211
Filing Methods and Budget Bureau Patricia Carte 916-845-3989
Filing Services Bureau Michelle Frazier 916-845-6593
Processing Services Bureau Matt Feaster 916-845-4598

Finance and Executive Services Division Chief, Jeanne Harriman — 916-845-6431

This division provides FTB with economic, statistical, and legislative support; and financial, asset, and procurement management. They also support FTB’s planning efforts.

Finance and Executive Services Bureaus Contact Phone Number
Economic and Statistical Research Bureau Susan Maples 916-845-3375
EDR2 Business Director Jennifer Roussel 916-845-6235
Financial Management Bureau Thi Luong 916-845-3726
Legislative Services Bureau Denis Armstrong 916-845-6333
Planning, Project Oversight, and Risk Management Bureau Chrissy Casale 916-845-4116
Procurement Bureau Michael Banuelos 916-845-6110

Legal Division Chief Counsel, Jozel L. Brunett — 916-845-3307

This division represents FTB in tax matters such as protests, appeals, bankruptcies, and settlements. They also counsel and advise FTB on personnel matters, nontax programs, administrative proceedings, and legislative issues.

Legal Division Bureaus Contact Phone Number
Business Entity Tax Bureau Roman Johnston 916-845-5882
Specialized and General Tax Administration and Procedure Craig Scott 916-845-6510
General Tax Bureau Jenna Lewis 916-845-7965
Litigation Bureau Carissa Lynch 916-845-7835
Multistate and Business Entity Tax Bureau Bill Gardner 916-845-3318
Multistate Tax Bureau Delinda Tamagni 916-845-5089
Settlement Bureau Ciro Immordino 916-845-4066
Settlement and Litigation Bureau Raymond Rouse 916-845-5521
Specialized and Individual Tax Bureau Christopher Casselman 916-845-3299
Tax Administration and Procedure Bureau Jaclyn Zumaeta 916-845-3980
Technical Resources Bureau Shane Hofeling 916-845-4581

Chief Information Officer (CIO) and Technology Services Division Chief, Nadean Shavor — 916-845-3310

This division develops and supports the electronic technology systems FTB uses to interact with taxpayers.

Chief Information Officer (CIO) and Technology Services Bureaus Contact Phone Number
Analysis Bureau Mandy Fithian 916-845-5125
Chief Technologist Office Marion Hughes 916-845-6257
Development Bureau Etta SoRelle 916-845-6098
EDR2 Technical Director Jose Orozco 916-845-5462
Enterprise Architecture Office Lisa Portillo 916-845-6287
Infrastructure Services Bureau Timothy Paulsen 916-845-5369
Initiation & Planning Bureau Marion Hughes (Acting) 916-845-6257
Operations Management Bureau Bryan Rau 916-845-5355
Quality Assurance Bureau Moè Moè Kyo 916-845-6448