For Individuals / Audit Representation / How It Works

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Professional tax preparation and proactive tax planning save not only time and money but also costly audits by the IRS and state tax authorities. Follow these links to learn more about our tax preparation and tax planning services.

How It Works

There could be many reasons why your tax returns may be selected for audit by the IRS. Some examples include individuals with large amounts of gross income, self-employed individuals with substantial business income and deductions, and taxpayers with prior tax deficiencies. No one likes to receive an audit notification from the IRS. But when you do, you need to have representation by an experienced, knowledgeable professional who can help you through the process.

Here is how our audit representation process works:

	Complete the Request for Services form.
	Submit a copy of the IRS notification and the tax return in question to taxdocs@taxcpadirect.com or fax them to 925.226.4032.
	* At this point, we will review the notification and formulate a preliminary response.
	Schedule a phone call to discuss the proposed response to the audit notice. This is also an opportunities to ask questions and express any of your concerns.
	Approve the final response to the IRS and, upon your approval, we will respond to the IRS on your behalf. We will also respond to all follow up requests from the IRS.

If you have any questions about how our tax planning process works, please Contact Us. Or to learn more about our tax planning services and fees, please proceed to Services & Fees.