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Audits & Appeals

Audits and Appeals

Audits:
There are three basic types of audits:

  1. Correspondence Audits:  Occasionally, taxpayers may receive letters from the IRS questioning an item on their tax return.  This is usually a result of conflicting information received from other sources.  Most can be handled by responding promptly with the necessary information.  I do not charge for handling these if I prepared your return.
  2. Office Audits:  These involve more complex issues and require a meeting between an IRS agent and the taxpayer and/or his representative.  I can either accompany you at this meeting or serve as your representative at your option.  Depending on the issues being raised, there may be a charge for this service.
  3. Field Audits:  These are conducted at the taxpayers residence or place of business.  Due to the complex nature of these audits, an additional charge will be made for the service.
     

Appeals:
If you and your return examiner cannot agree on the disposition of your case, there is level of appeal within the IRS before going to tax court:  the administrative appeals conference.  I can assist you in writing this request and act as your agent if you so desire.

In both of these situations I can act as your representative even if I did not prepare the return.  Only Attorneys, Certified Public Accounts, and Enrolled Agents are granted this privilege by the IRS.

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