IRS – Audit Defense – Audit Representation – Tax Return Audits
HAVE FORMER IRS AGENTS GIVE YOU THE IRS AUDIT PROTECTION YOU NEED.
We are a local SOUTH Florida tax firm  that has been representing taxpayers in South Florida since 1982.
On staff are Former IRS Auditors, Audit Managers and Audit Instructors.
 
We are A+ rated by the Better Business Bureau.
We are a team of tax attorneys, certified public accountants, and former IRS agents and managers who worked right here out of  the local South Florida IRS offices.
We have a cumulative 206 years of professional tax experience in over 60 years of working right here in the South Florida IRS offices.
Also on staff are former state of Florida tax auditors.
We are one of South Florida’s most affordable and experienced professional tax firms.
 
Being Former IRS Agents and Managers we can tell you, it is not in your best interest to represent yourself during a IRS audit and we should know.
When an IRS agent finds a taxpayer by themselves in a tax audit they pretty much can do whatever they feel because after all they are the law.
Most taxpayers do not know that they have rights during an IRS tax audit and to go in up unrepresented is foolish.
Keep in mind that an IRS agent has the right to expand the tax audit beyond the scope of the initial paperwork sent to the taxpayer and many times tax professionals can keep the IRS from going much deeper into a taxpayer or companies tax return.
I should also say if you have a squeaky clean tax return and no skeletons in the closet I see no reason at all why you cannot represent yourself during an IRS tax audit.
When many people come into my office and I see there is absolutely nothing wrong with their tax return, and I find that the  IRS’s just conducting a random audit, I recommend in those cases taxpayers should go and by themselves and avoid professional tax fees.

You only call a tax professional when you receive an IRS audit notice and truly need tax help because you are not sure some of the issues on your tax return.
Each taxpayer usually knows the depth and scope of their own tax return and whether the IRS has true audit potential.
 
Facts of IRS Audits
The Internal Revenue Service audits 1.03% of all tax returns filed.
I would not recommend you play the IRS lottery game because of your tax return false out of the national standards you have an excellent chance of being audited by the Internal Revenue Service.
 

• Nationwide the IRS audits 1.5 million tax returns per year.

• 359,000 are actually audited by local IRS agents and rest are by mail or correspondence tax audits.

• IRS collects $10.2 billion a year as a result of IRS audits by field agents and $5.2 billion a year by document matching programs.

 
What is an IRS audit?  Yes, Bad News


An IRS audit is a review, examination of an organization’s or individual’s accounts and financial information to ensure information is being reported correctly, according to the tax laws, to verify the amount of tax reported is accurate.
 
Top Question Asked by taxpayers – How far back can the IRS go to audit my return?
The IRS can include returns filed within the last three years in an audit.  Additional years can be added if a substantial error is identified.
If a substantial error is identified, the IRS will not go back more than the last six years.
The IRS tries to audit tax returns as soon as possible after they are filed.
Accordingly most audits will be of returns filed within the last two years.
 
Statute of Limitations
 
If an audit is for an older year, you may be requested to extend the statute of limitations for assessment of your tax return.
The statute of limitations limits the time allowed to assess additional tax.  The statute of limitations is generally three years after a return is due or was filed, whichever is later.
 
Refund Statutes – There is also a statute of limitations for making refunds.
 
If the audit is not resolved and the statute of limitations date is nearing, you may be asked to extend the statute of limitations date.
This will allow you additional time to provide further documentation to support your position, request an appeal if you do not agree with the audit results, or to claim a tax refund or credit.
It also allows the IRS time to complete the audit and provides time to process the audit results.
You do not have to agree to extend the statute of limitations date.  However, if you do not agree, the examiner will be forced to make a determination based upon the information they currently have.
Therefore, the examiner may not be able to consider additional adjustments, such as expenses, that could lower the amount of tax due.
 
The IRS Tax Audit  Selection Process,  yes there is a strategy.


Selecting a return for audit does not always suggest that an error has been made.
 
Returns are selected using a variety of methods including:
 

• Random selection and computer screening , sometimes returns are selected based solely on a statistical formula.

• Document matching, when payor records, such as Forms W-2 or Form 1099, don’t match the information reported.

• Related examinations, returns may be selected for audit when they involve issues or transactions with other taxpayers, such as business partners or investors, whose returns were selected for audit.
•  Sometimes tax returns are audited because spouses and ex-employees report findings to the Internal Revenue Service.

 
IRS Tax Audit Methods
 
An audit may be conducted by mail or through an in-person interview and review of the taxpayer’s records.
The interview may be at an IRS office (office audit) or at the taxpayer’s home, place of business, or accountant’s office (field audit).
The IRS will tell you what records are needed.
Audits can result in no changes or changes. Any proposed changes to your return will be explained in writing.
 
IRS Audit Notifications
 
Should your account be selected for audit, you will be notified in two ways:
1. By mail, or
2. By telephone
In the case of a telephone contact, the IRS will still send a letter confirming the audit.
 
Your Rights During an IRS Tax Audit
 
These taxpayer rights include:
1. You have a right to professional and courteous treatment by IRS employees.
2. You have a right to privacy and confidentiality about tax matters.
3. You have a right to know why the IRS is asking for information, how the IRS will use it and what will happen if the requested information is not provided.
4. You have a right to representation, by oneself or an authorized representative.
5. You have a right to appeal disagreements, both within the IRS and before the courts.
 
IRS Tax Audit Length, all depends


The length of each audit varies depending on the type of audit, the complexity of items being reviewed, the availability of information being requested, the availability of both parties for scheduling of meetings and your agreement or disagreement with the findings. as a general rule if you are scheduled for office audit those can last from week to three weeks.
Sometimes if an IRS revenue agent is auditing your tax return it can take anywhere from a month to a year.
 
Records Needed
 
You will be provided with a written request for specific documents needed.
The law requires you to retain records used to prepare your return.
Those records generally should be kept for three years from the date the tax return was filed.
The IRS does accept some electronic records. If records are kept electronically, the IRS may request those in lieu of or in addition to other types of records. Contact your auditor to determine what can be accepted to ensure a software program is compatible with the IRS’s.
 
 
IRS Audit Determinations
 
An audit can be concluded in three ways:
1.No change:
An audit in which you have substantiated all of the items being reviewed and results in no changes. Great news here.
2. Agreed:
An audit where the IRS proposed changes and the taxpayer understands and agrees with the changes.
3. Disagreed:
An audit where the IRS has proposed changes and the taxpayer understands, but disagrees with the changes.
What Happens When You DISAGREE with the Audit Findings?
A conference with a manager may be requested for further review of the issue or issues. In addition, Fast Track Mediation or an Appeal request may be filed.
Contact us today for free initial tax consultation .
 

 Professional Tax Representation

• On staff, Board Certified Tax Attorney’s, IRS Tax Lawyers, Certified Public Accountants, Enrolled Agents,
• Full Service Accounting Tax Firm,
• We taught Tax Law in the IRS Regional Training Center
• Former IRS Agents, Managers and Instructors with over 60 years experience  in the local, district and regional IRS offices.
• Highest Rating by the Better Business Bureau  “A” Plus
• Fast, affordable, and economical
• Licensed and certified to practice in all 50 States
• Nationally Recognized Veteran /Published  Former IRS Agent
• Nationally Recognized Published EZINE Tax Expert
• As heard on GRACE Net Radio.com – Monthly Radio Show-Business Weekly

Areas of Professional Tax Practice:

• Same Day IRS Tax Representation
• Offers in Compromise or IRS Tax Debt Settlements
• Immediate Release of IRS Bank Levies or IRS Wage Garnishments
• Tax Relief from a IRS Bill, Letter or Notice of “Intent to Levy”
• IRS Tax Audits
• IRS Hardships Cases or Unable to Pay
• Payment Plans, Installment Agreements, Structured agreements
• Abatement of Penalties and Interest
• State Sales Tax Cases
• Payroll / Trust Fund Penalty Cases / 6672
• Filing Late, Back, Unfiled Tax Returns
• Tax Return Reconstruction
• Release of IRS Bank Levies or IRS Wage Garnishments
• Tax Relief from a IRS Bill, Letter or Notice of “Intent to Levy”
• IRS Tax Audits
• IRS Hardships Cases or Unable to Pay
• Payment Plans, Installment Agreements, Structured agreements
• Abatement of Penalties and Interest
• State Sales Tax Cases
• Payroll / Trust Fund Penalty Cases / 6672
• Filing Late, Back, Unfiled Tax Returns

 


 IRS – Audit Defense – IRS Audit Representation – Tax Return Audits – Hollywood, Pembroke Pines, Miramar, Hallandale