IRS & State Audit Representation

Facing an audit? You won't face it alone.

Navigate sales, use, and income tax audits with confidence. Our experienced professionals provide thorough representation, handling all communication and documentation to achieve the best possible outcome.

Former state auditors on your side
All agency communication handled
Free 30-minute consultation
Or call 866-900-9001
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Audits we handle

Income tax and sales & use tax examinations, defended with the same rigor.

Income tax audit representation
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Income Tax

Facing an IRS or state income tax audit can be daunting. We provide expert representation, handling all communication and documentation to minimize your tax liability. Our team navigates complex tax laws, ensuring your rights are protected and striving for a resolution.

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Sales and use tax audit representation
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Sales & Use Tax

Sales and use tax audits require meticulous attention to detail. We specialize in representing businesses facing these audits, ensuring compliance and minimizing potential penalties. We will defend your business and achieve the best possible outcome.

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How we can help

Five ways our team stands between you and the auditor, from first notice to final resolution.

✓
Manage Communication with the IRS
All correspondence, phone calls, and meetings with the IRS are handled on your behalf, removing the stress of direct interaction.
✓
Gather and Organize Documentation
We help you collect and organize the necessary records and documents required by the IRS to support your tax filings.
✓
Present Your Case
Your case is presented clearly and professionally, ensuring your rights are protected, and your position is effectively communicated.
✓
Negotiate on Your Behalf
Our team works to minimize any potential tax liabilities, penalties, or interest by negotiating directly with the IRS.
✓
Guide You Through the Process
Every step of the audit is explained in detail, so you fully understand the procedures, your rights, and your responsibilities.

Simple 3-step process

Click through each phase to see exactly how your case moves from first call to resolution.

STEP 1
Initial Consultation
STEP 2
Representation & Documentation
STEP 3
Resolution & Peace of Mind
Free consultation phone call with a tax professional

Initial Consultation

A free telephone consultation with one of our tax professionals. We review your audit notice, assess the details of your case, and map out exactly what happens next.

Organizing audit documentation

Representation & Documentation

We file power of attorney, then gather and organize every document the examination requires. From that point on, all communication with the IRS or state agency runs through our team, not you.

Audit resolved with peace of mind

Resolution & Peace of Mind

We present your case, negotiate to minimize tax liability and penalties, and guide you through the final resolution, keeping you informed at every step until the audit is closed.

Need help with your tax audit?

Experience the relief of having a trusted professional by your side.

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Our Approach

Tax audit representation is a service provided by our qualified tax professionals, such as a Certified Public Accountant (CPA), Enrolled Agent (EA), or tax attorney, to act on your behalf during an IRS or state tax audit.

Audit workpapers, binders, and a calculator on a desk
Documentation wins audits

Paperwork is our home turf

Audits are won in the records. We assemble, reconcile, and present your documentation the way examiners expect to see it, because our team spent years on the other side of the desk reviewing files exactly like yours.

You never sit across from the auditor alone. In most cases, you never sit across from them at all.

Common questions about tax audits

What to expect, what your rights are, and how representation actually works.

What should I do first when I receive an audit notice?+
Note the response deadline and do not ignore it, and avoid calling the agency unrepresented, since anything you say becomes part of the record. Once we file a power of attorney (IRS Form 2848), all communication runs through our team and we respond within the deadlines on your behalf.
What's the difference between correspondence, office, and field audits?+
A correspondence audit happens entirely by mail and usually targets a few specific items. An office audit means an in-person appointment at an agency office, and a field audit takes place at your home or business and is typically the broadest. Each type calls for a different preparation strategy, which we set during your initial consultation.
Do I have to meet with the auditor myself?+
No. With a signed power of attorney, we attend meetings, take the calls, and handle the correspondence. In most cases our clients never speak with the auditor directly, which protects you from accidentally expanding the scope of the audit.
What records will the auditor ask for?+
It depends on the scope: commonly returns, bank statements, receipts and invoices, mileage or expense logs, and payroll or sales records for business audits. We help you assemble what is actually required and present it in an organized way, because how records are presented affects how an audit goes.
What if I disagree with the audit results?+
You have appeal rights. Options include a conference with the auditor's manager, a formal appeal with the IRS Independent Office of Appeals, and in some cases audit reconsideration. Deadlines apply at each stage, so acting quickly preserves the most options.
Can state agencies audit me too?+
Yes. In California alone, the CDTFA audits sales and use tax, the EDD audits payroll, and the FTB audits income tax, each under its own rules and procedures. State audits are where our former state auditor experience matters most, because we know how those examinations are built from the inside.