This package is designed for clients who require limited IRS audit assistance but do not need full-scope representation. It is ideal for taxpayers who can handle some IRS interactions themselves but require expert guidance on documentation, strategy, and response preparation.

Our Services Include:

1. IRS Audit Consultation & Case Evaluation

• Initial strategy session (60 minutes) to assess the IRS audit notice, identify key risks, and develop an action plan.
• Review of IRS correspondence and tax return to pinpoint potential audit concerns.
• Explanation of IRS audit process and taxpayer rights to empower the client with knowledge.

2. Document Review & Preparation

• Guidance on required IRS documentation (substantiating deductions, credits and income).
• Preliminary review of financial records and bookkeeping (if applicable).
• Recommendations on missing or insufficient documentation and how to address gaps.

3. IRS Written Response Assistance

• Preparation of IRS response letters, including audit document request (IDR) responses.
• Guidance on answering IRS inquiries effectively to avoid unnecessary complications.
• Review of client-drafted responses to ensure accuracy before submission.

4. Tax Law Research & Defense Strategy

• Analysis of applicable tax laws, regulations, and precedents to support the audit defense.
• Customized recommendations for best tax positions based on IRS procedures and case law.

5. Negotiation Strategy & Self-Representation Coaching

• Step-by-step coaching on communicating with IRS agents during the audit.
• Strategies for presenting documentation and responding to IRS examiners questions.
• Guidance on avoiding common mistakes that could increase tax liability.

6. Post-Audit Risk Assessment & Next Steps

• Review of IRS audit findings (if received) and recommendations on next actions.
• Advice on whether to appeal, settle, or negotiate further with the IRS.
• Prevention strategies to reduce future audit risk.