If You’ve Received an IRS Notice of Audit – or if You Are Currently Being Audited or Beginning the Audit Process – You Definitely Want a Tax Defender Leading the Way!

Unless you have the most simple, straightforward tax return in question, you need to know upfront what the IRS knows about you and your taxes, and what they intend to do. Especially if you have incomplete financial records.

First, though, take a deep breath and don’t panic.

That won’t solve anything and puts you in a mental state of making mistakes.

Second, don’t try to hide from an audit!

What you don’t want to do after receiving notice of an audit is ignore the problem. It won’t go away on its own, and you can’t bury your head in the sand.

If the Internal Revenue Service has selected you for an audit, there’s no getting out of it, so you need to start taking proactive steps to prepare.

Audits usually start out as an automated flag, which sends your return to a revenue agent who’ll examine things to see if something’s not right. At this point, that’s usually where things go downhill.

Unless you have a “standard” (nothing unusual at all) return, they can go after just about anything and everything. Especially business owners, 1099-ers, and sole-proprietors. They’ll tally up a list of, ‘prove this, prove that…’

If you don’t have receipts, you’re not alone.

We can assure you that you’re far from the first person who’s walked into an audit with financial records that are less than flawless.

In a perfect world, all of us would keep impeccably organized records that are ready at a moment’s notice. In the real world, many small business owners get behind on recordkeeping or never get organized in the first place.

In fact, missing or incomplete records are such a common issue during audits that the United States Tax Court established a tax law rule that allows taxpayers to recreate expenses when direct records don’t exist. The key is, the estimates for the expenses need to be reasonable.

For example, if you’re trying to estimate the value of a power drill you purchased for your solo contracting business, you might use the market value of that model of drill to establish the value of the expense.

If all this sounds confusing…it can be. That’s why it’s best to engage a tax professional!

Think of it this way: if you were in a foreign country and didn’t know the language at all, and were lost, that would be a scary place to be, right? In order to get to where you want to be safely and properly, you’d want someone who not only understood you but spoke the local language as well. Otherwise, who knows what could happen or where you’d wind up?

That’s where we come in. We know how to speak to the IRS. I can assure you it’s not an easy language to learn, but we speak it very well, in defending our clients. You need someone able to look over your return and determine if the things cited by the IRS are justifiable. Our team can get to the bottom of whatever issues are going on and make sense of where things stand and where they need to go.

Hiring an IRS Tax Defense professional is a very wise move (and if you’re missing receipts and other documentation, then your audit process won’t be a simple one.) As experienced tax representatives, we will protect your rights and help you get organized. We know exactly what you need and how to gather it, and we’ve represented thousands of people in situations similar to yours.

Not only will we look out for you during an audit, but we will take a lot off your plate and make the whole process much simpler and less stressful. Once you hire us. you won’t even need to speak with the auditor anymore. You can focus on other things that demand your time while we will manage the audit and keep you in the loop.

Turn over dealing with the IRS to us and get behind our shield of protection. Schedule a Free consultation using one of the contact methods below.

Our Tax Resolution Process

Phase 1: Discovery and Investigation

Step 1: Discovery – A FREE 15-minute call. We’ll ask you a few questions to determine the best way we can help you, so you can decide if we’re the right choice for you.

Step 2: Transcript Investigation – If you want us to help you, the next step is to get your IRS tax transcripts. It’s the information and filing records the IRS is using against you. It’s the foundation for us to develop a resolution plan for your specific situation.

The investigation will also tell us if the IRS considers you compliant or non-compliant. If you’re non-compliant, you cannot negotiate or make any offers to the IRS. We can work with you and the IRS to get you compliant, if that’s needed.

And lastly, we search to find out if the IRS has any open investigations on you that you’re not aware of.

Phase 2: Protection, Resolution Strategy, and Compliance

Step 1: Protection – This means you assign your tax problem to us. By executing a Power of Attorney, it informs the IRS Revenue Agents and Officers assigned to your case, that you’ve assigned us as your fiduciary to handle your situation.

We take over all communication with the IRS at this point. You focus on your day-to-day life. We keep you posted on what’s going on.

Step 2: Resolution Strategy – Having a clear understanding of your status with the IRS, we’ll create a resolution plan and discuss it with you. We’ll know if an Offer in Compromise is possible. There could be a better option. We’ll also know the Statute of Limitation for your situation – in some cases, it’s better to wait things out. You’ll have a clear picture of the outcome, and the cost to get you there.

Step 3: Compliant or Non-Compliant – Being “compliant” means that all tax returns for every tax year are filed and there are no issues. This is the point where, if you are non-compliant, we need to get you compliant. The IRS will not negotiate until you are compliant. This step is required before any offers can be submitted. We’re an IRS-proof CPA firm, we’ll get you compliant.

Phase 3: Resolution, Keeping You Protected, Celebrate

Step 1: Resolution – Once the IRS considers you compliant, we’re able to start negotiating with the IRS and get you the best possible deal. We push until we can’t push any further.

Step 2: Keeping You Protected – Keep in mind, while all this is happening, the Power of Attorney is protecting you as long as you’re meeting your obligations. We’ll continue handling all the IRS letters and calls. We’ll always keep you up to date on what’s going on via email and/or calls.

Step 3: Celebrate – Once we receive a final agreement from the IRS, we want you to celebrate and we’re going to help. You’ll receive a gift from us to get the celebration started.