Professional Services

IRS and State Tax Audits

We have represented hundreds of clients through the audit process. Should you receive an audit notice from the IRS (or state tax agency), we can represent you in the audit process. Representing yourself can be risky as you may not be familiar with how the audit process works, and you may reveal information that is not required to be disclosed. Moreover, auditors are trained to interrogate taxpayers to reveal information that can be used by the IRS to discover income and disallow expenses.

We have a great record of achieving successful audit representation for our clients. Many of our clients have obtained a minimal payment or "no change" status (where taxpayer owes nothing to taxing agency) on their audits. In some cases, we have even obtained tax refunds for our audit clients .


What Is An Audit

An audit is an examination of filed returns to determine whether additional tax, interest, and civil penalties should be imposed on the taxpayer. An audit usually begin by the IRS (or state tax agency) sending a letter advising the taxpayer of the audit, the particular years under examination, and the particular items on the return that require documentation or further explanation. Generally the IRS has 3 years to conduct an audit.

The IRS can audit individual as well as business tax returns. Audits can arise for a number reasons including random selection, errors on a return, discrepancy between information returns (e.g. 1099s, W-2) and income reported on a return, or reported expenses that appear to exceed averages or are large in relation to reported income.

Business Audit

For a business audit the taxpayer may have to produce tax returns, bank statements, deposit slips cancelled checks, invoices, mileage logs, business records, financial statements. In addition, independent contractor issues may be raised for businesses using independent contractors.

Our Effective Legal Representation Can:

  • Ensure that only required or appropriate information is disclosed.
  • Speak to the tax authorities for you and be the point of contact as the law allows an attorney to represent the client without the client's presence. You may never have to speak or meet with the IRS.
  • Help you reconstruct your records if you lose your documentation or records.
  • Help dispute the IRS's claim that additional income needs to be reported or that deductions should be disallowed.
  • Help prevent the IRS from expanding the audit to include other years (a likely result if the original audit is not defended successfully).
  • Prevent the IRS from expanding the scope of the audit to examine items beyond the original audit items.
  • Appeal audits that the taxpayer feels were not properly decided by the IRS (or state taxing agency)..

Audit Appeals

Taxpayers often disagree with the results of an initial audit. Taxpayers can file an appeal of initial audit. We have had great success representing clients in appealing audits. At this stage the key to success is presenting the best legal arguments for the client's case. Appeals Officers are trained to reach settlements based upon the facts and the law and not upon the idea of getting the most revenue from the audit.

Call us if you want to appeal an unsuccessful initial audit.

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