Here is what you can expect during our evaluation process.
An evaluation of your tax notice or tax audit letter:
A specially-trained audit representative will review your tax notice or tax audit letter, evaluate its seriousness, and clarify required actions. We can start your evaluation after you’ve provided us with the letter you’ve received along with your tax return and all pertinent documents through our secure portal.
A personal conversation with a tax professional:
After reviewing all important documents, we will schedule a telephone appointment with you to discuss our findings and recommendations. This phone conversation can be up to 30 minutes. You will know exactly what your tax notice or tax letter means and how to proceed.
Expert audit defense service:
Following evaluation of your notice letter and tax return documents, if we feel tax audit representation would be beneficial to you, we will give you a flat fee quote for our audit defense services. There will be no surprise fees. If you choose to use our expert Audit Defense Service, we will apply the $75.00 evaluation fee to your quote.
Once you’ve elected to have TaxAudit represent you for the quoted fee, we will:
- Defend your income tax return through the highest level of appeals.
- Review your documentation before the IRS sees it.
- Schedule and attend all state or federal income tax audit appointments on your behalf.
- Prepare requests for appeals conferences.
- If necessary, prepare a U.S. Tax Court Petition.
- Minimize the financial impact of a state or federal income tax audit.