Field Tax Audit
Professional Tax Audit Representation
First, your tax appointed representative will contact the assigned IRS auditor to set up the initial audit appointment, confirm audit logistics and determine all information the IRS needs. Next, your tax professional will request all required information/documents from you. Then, to prepare for the audit appointment, your tax appointed representative will perform pre-audit due diligence, such as a trend analysis, looking for any large or unusual items. Your tax professional will also organize all documentation and prepare answers to anticipated questions. Next, your tax appointed representative will advocate on your behalf during the initial audit appointment. He or she will meet with the auditor, present your information and carefully answer questions. Finally, your tax appointed representative will work collaboratively with you and the IRS to address all outstanding issues and close the audit with the most favorable outcome. The IRS will issue a final audit report, which may or may not indicate changes to your return. If you disagree with the report, your appointed representative will help you determine whether to appeal.