Tax audit representation
Prepare carefully and respond confidently to a tax audit.
An IRS, California FTB, or other tax-agency examination calls for a focused response. I help individuals and small businesses understand the scope, organize the support, and communicate with the examiner.
Audit representation is about more than sending documents. It requires understanding what the agency is asking, supporting the tax positions that were taken, and keeping each response accurate, organized, and relevant to the examination.
When audit representation may be appropriate
- You received an IRS or California examination notice
- The agency requested documents, explanations, or an interview
- The audit involves business income, expenses, payroll, or multiple tax years
- You are concerned that the examination may expand beyond the original issue
- The examiner proposed additional tax, penalties, or adjustments
- A response deadline has passed or is approaching quickly
How I approach tax audit representation
I start with the notice and the filed return to identify the agency, tax period, issues under review, and response deadline. We discuss how the return was prepared and what records are available. This early assessment helps create a document plan instead of reacting to each request in isolation.
The supporting records are then organized around the items being examined. I help evaluate whether the documentation supports the reported position and where an explanation, reconstruction, or alternative analysis may be needed. Responses are prepared to address the request clearly without introducing unrelated information.
When authorized to represent you, I can communicate with the examiner and manage requests through the examination process. If the agency proposes changes, I review the calculations and explanation, discuss the practical impact with you, and help determine the appropriate response or administrative next step.
What working together looks like
- 01
Review the notice and scope
We identify the issues under examination, important dates, and the information the agency has requested.
- 02
Develop the documentation plan
I help organize records by issue and evaluate where additional support or explanation may be needed.
- 03
Represent and respond
I prepare focused responses, communicate with the examiner when authorized, and keep you informed as the audit progresses.
- 04
Evaluate the outcome
We review proposed adjustments, calculations, and available administrative options before deciding how to proceed.
Every tax matter is fact-specific. Available options and results depend on current agency rules, your compliance history and financial situation, deadlines, and supporting documentation.
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