Expert Audit Consulting for Tax & Legal Professionals

For CPAs, tax attorneys, and enrolled agents, IRS audits present complex challenges that demand deep expertise in tax law, audit defense, and procedural strategy. With over 20 years of IRS experience as an IRS Appeals Officer and Internal Revenue Agent, we offer strategic consulting services designed to:

• Enhance client outcomes through expert tax law research, defense strategy development, and audit risk analysis.
• Save time by providing targeted guidance, allowing professionals to focus on high-value work.
• Increase efficiency by leveraging insider IRS knowledge to navigate audits effectively.

Our Services Include:

1. Pre-Audit Risk Assessment & Case Strategy

• In-depth case review to assess audit scope, potential risks, and compliance concerns.
• Tax law and procedural research to support a robust audit defense.
• Guidance on IRS examiner tactics and strategic positioning to mitigate liabilities.

2. IRS Information Document Request (IDR) Response

Consulting

• Review and evaluation of IRS IDRs to ensure compliance with document requests.
• Strategic recommendations on how to respond to IRS inquiries while limiting exposure.
• Drafting support for responses to align with tax law and IRS audit standards.

3. Audit Defense & Negotiation Strategy

• Development of negotiation approaches based on IRS procedural insights.
• Penalty abatement strategies and defense positioning for tax law interpretations.
• Guidance on settlement opportunities, Fast Track Mediation, and IRS Appeals escalation.

4. Post-Audit Resolution & Appeals Support

• Review of IRS audit determinations and identification of appealable issues.
• Strategic recommendations for IRS Appeals of Tax Court litigation support.
• Filing of IRS penalty abatement requests and post-audit compliance strategies.
• Filing of claims, DATL and OIC-DATL requests.