PTIN No P00670478
The Audit Process
Tax Audit Defense – The Audit Process
Trusting the IRS Audit Process
Whether it may be a tax audit representation service in Beverly Hills or Newport Beach, IRS Audit Group (IAG) helps tax audit disputes come to a settled resolution. Specializing in audit defense, our team presents a breakdown of the IAG Audit Representation Process:
Step 1: IRS Notice | Gather your documents
Don’t panic, but don’t delay your actions. An IRS (or State) tax audit may be conducted by a mail or in-person interview. The purpose for the interview is to review taxpayer records and understand the details of the tax return.
Methodology in IRS notices vary, for example, an IRS agent may hold the interview at an IRS office (office audit) or at the taxpayer’s home, place of business, or accountant’s office (field audit). In case of a physical visit to the place of business or taxpayer home, IRS agents usually travel in pairs with badges for proof. To avoid communication that may backfire, we highly recommend to first speak with a tax attorney and weigh your options.
Step 2: Free Consultation | Meet with an IAG Tax Professional
Upon your free consultation, provide your certified tax attorney the necessary documents asked by the IRS. This process will smoothen and quicken our scope of work when clients provide their tax returns and supplemental documents. Additional documents may include pay stubs, invoices, bank statements, and more.
Step 3: Research for Ideal Outcome in Tax Audit Representation
After a free consultation, IRS Audit Group will research and calculate the cost of penalties and interests to review the benefits in favor of the taxpayer. We make sure to explain in detail the total cost, and advantages and rights of retaining a tax audit representative. We charge a flat fee for our services with no hidden fees or charges by the hour. We have a Money-back Guarantee policy: if your savings result in an amount lower than our fees, then we provide a refund to our beloved client. Contact us for more information regarding the policy.
Step 4: Thorough Communication in Tax Representation
We make sure to uphold proper communication with our clients — every step of the way. Once we appoint a prominent attorney, we communicate on behalf of our client (taxpayer), before the IRS taxing authority. We have a policy of providing our clients a detailed bi-weekly progress report for your convenience and services.
Upon meeting with the IRS, our qualified professionals will assess the situation and determine the feasibility of taking the client’s case to higher levels. In the case of moving forward, there will be no additional charge — the flat fee remains.
Step 5: Resolution
After receiving the final report that all parties must agree on, our client’s attorney will then settle your case with your written approval. No finalizing documents will be signed without your written consent. If the case will accrue additional tax liabilities, then our team will do their best to help you with an IRS payment plan.
For a more comprehensive understanding of IRS’ part, visit the IRS page to familiarize yourself with official terms and conditions.
Frequently Asked Questions
Do not ignore the notice. Review the instructions, gather the requested records, and consider speaking with a qualified tax professional before responding to the IRS.
An audit may be handled by mail or through an in-person interview. In-person audits can take place at an IRS office or at a taxpayer’s home, place of business, or accountant’s or representative’s office
The tax professional reviews the IRS notice and relevant tax records, considers the issues involved, and explains the potential scope of representation and available next steps.
Yes. After the appropriate authorization is in place, IRS Audit Group can communicate with the IRS on your behalf and help manage requests and developments during the representation process.
The final resolution is reviewed with the client, and no final documents are signed without the client’s written approval. If additional tax liability remains, other resolution options such as a payment plan may be considered.