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

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.

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.

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.

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.

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.

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.