An IRS audit is a process — not a conviction. Handled right, most audits end in a no-change, a small adjustment, or a manageable settlement. Handled wrong, they snowball into liens, levies, and criminal referrals. We've represented clients in IRS audits for 25+ years.
Mail-only audits triggered by CP-2000 notices, unreported income matching, or itemized deduction questions. Fast turnaround required — most have 30-day response windows.
In-person audits at the IRS office or your place of business. We attend in your place — you don't sit across the table from a revenue agent alone.
Schedule C, partnership, S-corp, and 941 payroll audits. We defend deductions, classification of contractors vs. employees, and Trust Fund Recovery Penalty exposure.
30-minute call. We review your notice, identify deadlines, and explain options. No fee, no obligation.
Form 2848. From this point forward, the IRS contacts us — not you. The phone calls stop.
Document review, substantiation, direct communication with the revenue agent. Most audits resolve here without going to Appeals.
Closing letter, payment plan, OIC, or — if needed — appeal to IRS Office of Appeals or US Tax Court.
During an IRS audit, an S-Corp shareholder's basis was disallowed, resulting in the rejection of a significant deductible loss. On appeals, we presented back-to-back loan documentation totaling $6.0M. The Appeals Officer accepted the basis, restoring the shareholder's deductive position.
In a separate matter, we successfully reclassified $320K from distributive dividend to non-dividend treatment, saving the taxpayer over $100K in tax liability.
See all case results →It depends on the audit's complexity, the years involved, and the documentation required. After your free consultation, we provide a fixed-fee or capped-fee engagement so there are no billing surprises. For most individual and small-business audits, fees range from a few thousand to mid-five-figures.
In most cases, no. Once we file a Power of Attorney (Form 2848), the IRS communicates with us. You're free to live your life while we handle the audit.
That's common — and fixable. We assess what's been said or submitted, identify exposure created, and pivot the strategy. The sooner you bring us in, the more options we have.
The IRS notice or letter, your tax return for the year under audit, and any prior correspondence with the IRS. That's it — we'll tell you what else is needed after the call.
We negotiate collection alternatives in parallel — installment agreements, Offer in Compromise, or Currently Not Collectible status. An assessment doesn't have to become a wage garnishment.
IRS notices have hard deadlines. Missing one can multiply what you owe. Send us your notice and we'll give you a free 30-minute assessment — no obligation.
(408) 287-1888
We'll respond within 1 business day.