IRS Audit Representation

Organized responses. Clear explanations. Calm guidance from notice to closure.

Have an audit letter? Deadlines are strict. The sooner we see it, the better the outcome.

How we help

  • Case review: analyze the notice, timelines, and focus areas.
  • Document strategy: request list, evidence mapping, and narrative plan.
  • Representation: communicate with the IRS/state on your behalf.
  • Resolution: negotiate adjustments, consider appeals, and close out properly.

What to expect

  • Clear plan with dates and deliverables
  • Organized submissions and professional tone
  • Regular updates—no surprises

What to gather

Notices & filings

  • Copy of the audit notice and any prior letters
  • Filed tax return and all schedules for the year(s) in question
  • Workpapers or software reports used to prepare the return

Supporting records

  • Bank/credit statements covering the audit period
  • Invoices, receipts, payroll reports, and mileage logs (as applicable)
  • Any prior correspondence or agreements with the agency
Don’t have everything yet? Send what you have—we’ll prioritize and request the rest.

Our process

1

Stabilize

Calendar deadlines, request extensions if needed, and open a line with the examiner.

2

Assemble

Map evidence to issues, prepare reconciliations, and draft the narrative.

3

Present

Submit a clean package and respond to follow-ups promptly and professionally.

4

Resolve

Negotiate adjustments, consider appeals, and document the closure.

FAQs

It’s your choice, but many clients prefer we handle communications to keep responses precise, timely, and on-record.

We can help reconstruct records and provide reasonable estimates where appropriate, then explain methodology to the examiner.

Sometimes—facts matter. Where appropriate, we’ll pursue reasonable cause or first-time abatement and ensure compliance steps are clear going forward.