This package is designed for clients who want a detailed risk assessment and audit response strategy without full representation. It provides expert tax analysis and a defense plan to help clients manage their audits effectively.

Our Services Include:

1. IRS Audit Risk Assessment & Case Evaluation

• Review of IRS audit notices to determine the scope of the audit..
• Analysis of the client's financial and tax records to assess audit risks.
• Review of IRS audit history (if applicable) to identify patterns and risks.

2. Tax Law & Compliance Research

• Identification of relevant tax laws, court rulings, and IRS precedents that support the client's position.
• Assessment of potential penalties and tax liabilities to anticipate worst-case scenarios.
• Guidance on responding to specific IRS inquiries and handling document requests.

3. Customized Audit Defense Strategy

• Development of a step-by-step audit response plan tailored to the client's situation.
• Risk mitigation strategies to protect against additional IRS scrutiny.
• Guidance on responding to specific IRS inquiries and handling document requests (IDRs).