IRS Tax Help Problem Services + Payroll Tax Debt + Levies, Liens, Audits, Payments Plan + Settle Tax Debt + 33496, 33434, 33433 + Boca Raton

 

Fresh Start Tax

 

We are former AFFORDABLE IRS agents and managers who know the system. Since 1982, Local Tax Firm in South Florida

 

Have IRS filed a levy? A Tax Lien? Got an Audit Letter ?

Do you owe payroll tax debt or back trust fund tax debt or have any other problem with the Internal Revenue Service. We can fix any IRS problem!

We are AFFORDABLE IRS tax experts and specialists.

We are an IRS services business that can help you in any facet of an IRS or state tax problem. Being former IRS agents we are experts in the settlement and reduction of payroll taxes in the trust fund tax.

We have over 65 years of working directly for the local self for IRS offices. We have worked to supervisors, managers and teaching instructors.

We know the system inside and out. After your first initial tax consultation we can provide an exit strategy for all cases. Let our years of experience be your best ally.

Call us today and find out all your options on how to get immediate and permanent IRS tax relief.

You can speak to a former IRS agent or manager who has worked this system for years. You will not find more experience IRS tax experience for IRS tax problems.

If the IRS has found you a responsible person for the trust fund penalty, call us today for free initial tax consultation and we will walk you through the process of resolving this tax at once and for all.

As former IRS agents we set up trust fund penalties against responsible persons for corporations or businesses that owed back payroll taxes.

If a company can no longer pay their back payroll taxes, the Internal Revenue Service has the right under 6672 to set up the trust fund debt against those who are held responsible. This is called the trust fund penalty.

You’ll know if you are one of these persons because you will receive IRS form 2751 & 1153 indicating a proposed notice of assessment against you.

There are various options available. As soon as we review your case we can instantly tell you ways to help resolve your problem.

Being former IRS agents and managers we know every possible solution to remedy this tax debt. We can resolve and possibly reduce your tax obligation.

 

There are various options you have for IRS tax relief:

The basic options include:

1. trust fund appeals, the possibility of an offer in compromise, doubt to liability,

2.hardships, or currently not collectible,

3. payments plan, and

4. the offer in compromise, if you are a qualified and suitable candidate.

5. bankruptcy is another option.

 

The Process of Getting IRS Tax Debt Relief on Trust Fund Tax Debt

We need to look to find out if you were truly responsible under 6672 of the IRS code. many time IRS ram rods these penalties to people who truly were not responsible for trust fund taxes.

I’ve work so many cases and being a former IRS agent IRS just tries to set these penalties up against everybody and many people do not have proper representation to fight IRS.

We will carefully review your case to find out if you were truly responsible for the trust fund penalty.

We will conduct a review to find out if there is any way that we can appeal for change the assessment of this trust fund tax.

If we feel we would’ve beat this assessment through the appellate process we can go ahead and file an offer in compromise as to doubt as to liability and appeal this assessment.

If you are responsible for the tax, IRS will take a current financial statement and make a determination based on the collectibility of the tax.

 

How the Internal Revenue Service will work your case if you owe the IRS tax debt.

 

IRS will require a 433A or 433F, an individual financial statement.

You can find that form directly on our website.

Many times the IRS uses 433F, depending were the cases in the system. Cases worked in the ACS system uses shorter version of the financial statement.

If the case is worked in the local office the revenue officer will use form 433.A

That financial statement will need to be fully documented along with bank statements, copies of checks and monthly expenses.

We will walk you through the process of how the IRS will work your case in the collection action that can possibly taken.

Will also review with you the IRS national standards program on all cases for those who owe back taxes.

Once IRS reviews your current financial statement they will make a determination and generally put you in one of two categories with the option of filing an offer in compromise.

 

IRS has the option to:

1.IRS determines on 40% of the cases that taxpayers are put into hardship which means they can’t pay the tax at this time. Sometimes it is called currently not collectible. Cases that are placed at currently not collectible or hardship stay in there for a period of 2 to 3 years and come back out to the field at a later time.

2. 6.5 million people enter monthly payment plans and pay a certain amount based on their current documented financial statement.

Other taxpayers file an offer in compromise to settle their case for pennies on the dollar. The offer in compromise requires a lot of skill and expertise to have accepted by the Internal Revenue Service.

 

What is an offer in compromise?

It is an agreement between a taxpayer and the Internal Revenue Service that settles the taxpayer’s tax liabilities for less than the full amount owed.

Taxpayers who can fully pay the liabilities through an installment agreement or other means, will not be eligible for a OIC in most cases.

In order to be eligible for a OIC, the taxpayer must have filed all tax returns, made all required estimated tax payments for the current year and made all required federal tax deposits for the current quarter if the taxpayer is a business owner with employees.

In most cases, the IRS will not accept a OIC unless the amount offered by a taxpayer is equal to or greater than the reasonable collection potential (the RCP).

The RCP is how the IRS measures the taxpayer’s ability to pay.

The RCP includes the value that can be realized from the taxpayer’s assets, such as real property, automobiles, bank accounts, and other property.

In addition to property, the RCP also includes anticipated future income less certain amounts allowed for basic living expenses.

 

The IRS may accept a OIC based on three grounds:

• First, the IRS can accept a compromise if there is doubt as to liability. A compromise meets this only when there is a genuine dispute as to the existence or amount of the correct tax debt under the law.

• Second, the IRS can accept a compromise if there is doubt that the amount owed is fully collectible. Doubt as to collectibility exists in any case where the taxpayer’s assets and income are less than the full amount of the tax liability.

• Third, the IRS can accept a compromise based on effective tax administration. An offer may be accepted based on effective tax administration when there is no doubt that the tax is legally owed and that the full amount owed can be collected, but requiring payment in full would either create an economic hardship or would be unfair and inequitable because of exceptional circumstances.

When submitting a OIC based on doubt as to collectibility or based on effective tax administration, taxpayers must use the most current version of:

1. Form 656, Offer in Compromise, and also submit Form 433-A (OIC), Collection Information Statement for Wage Earners and Self-Employed Individuals, and/or,

2. Form 433-B (OIC), Collection Information Statement for Businesses. A taxpayer submitting a OIC based on doubt as to liability must file a Form 656-L (PDF), Offer in Compromise (Doubt as to Liability), instead of Form 656 and Form 433-A (OIC) and/or Form 433-B (OIC).

Form 656 and referenced collection information statements are available in the Offer in Compromise Booklet, Form 656-B (PDF).

In general, a taxpayer must submit a $186 application fee with the Form 656. Do not combine this fee with any other tax payments.

However, there are two exceptions to this requirement:

• First, no application fee is required if the OIC is based on doubt as to liability.

• Second, the fee is not required if the taxpayer is an individual (not a corporation, partnership, or other entity) who qualifies for the low-income exception.

This exception applies if the taxpayer’s total monthly income falls at or below 250 percent of the poverty guidelines published by the Department of Health and Human Services. Section 4 of Form 656 contains the Low Income Certification guidelines to assist taxpayers in determining whether they qualify for the low-income exception.

A taxpayer who claims the low-income exception must complete section 4 of Form 656 and check the certification box.

 

Options: Taxpayers may choose to pay the offer amount in a lump sum or in installment payments.

A “lump sum cash offer” is defined as an offer payable in 5 or fewer installments within 5 or fewer months after the offer is accepted. If a taxpayer submits a lump sum cash offer, the taxpayer must include with the Form 656 a nonrefundable payment equal to 20 percent of the offer amount.

This payment is required in addition to the $186 application fee.

The 20 percent payment is “nonrefundable” meaning it will not be returned to the taxpayer even if the offer is rejected or returned to the taxpayer without acceptance.

Instead, the 20 percent payment will be applied to the taxpayer’s tax liability. The taxpayer has a right to specify the particular tax liability to which the IRS will apply the 20 percent payment.

An offer is called a “periodic payment offer” under the tax law if it is payable in 6 or more monthly installments and within 24 months after the offer is accepted.

When submitting a periodic payment offer, the taxpayer must include the first proposed installment payment along with the Form 656.

This payment is required in addition to the $186 application fee. This amount is nonrefundable, just like the 20 percent payment required for a lump sum cash offer. Also, while the IRS is evaluating a periodic payment offer, the taxpayer must continue to make the installment payments provided for under the terms of the offer.

These amounts are also nonrefundable.

These amounts are applied to the tax liabilities and the taxpayer has a right to specify the particular tax liabilities to which the periodic payments will be applied.

Upon acceptance of a OIC, the taxpayer may no longer designate offer payments to any specific tax liability covered in the offer agreement.

Ordinarily, the statutory time within which the IRS may engage in collection activities is suspended during the period that the OIC is under consideration, and is further suspended if the OIC is rejected by the IRS and where the taxpayer appeals the rejection to the IRS Office of Appeals within 30 days from the date of the notice of rejection.

If the IRS accepts the taxpayer’s offer, the IRS expects that the taxpayer will have no further delinquencies and will fully comply with the tax laws.

The offer in compromise requires a lot of skill because reviewed by several layers of Internal Revenue Service. I should know, I am former IRS agent and teaching instructor of the offer in compromise.

When IRS works an offer in compromise the agent working the case as a general rule will spend at least 20 to 30 hours of working time from start to finish on a completed offer.

Call us today for a free initial tax consultation. We are a full service tax firm.

 

IRS Tax Help Problem Services + Payroll Tax Debt + Levies, Liens, Audits, Payments Plan + Settle Tax Debt + 33496, 33434, 33433 + Boca Raton

Owe IRS Back Taxes + Individual, Business, Payroll Taxes + Haven’t Filed Tax Returns + Settle IRS + Tax Relief + 33496, 33434, 33433 + Boca Raton

 

Fresh Start Tax

 

We are an “Affordable Local Professional Tax Firm” that specializes in IRS and state tax debt help on back taxes.

 

We are former IRS Agents & Managers who know the system, since 1982. We worked out of the local South Florida offices as managers, supervisors, and teaching instructors. We were also on the job instructors for new IRS agents.

 

Call us today for a free initial consultation and hear the truth about any tax problem you are currently having.

We handle all civil cases are and are one of the most honest, trustworthy and experienced tax firms in South Florida.

We have been in private practice since 1982 and are true affordable tax experts in resolving individual, business and payroll taxes debt.

If you owe the Internal Revenue Service back taxes or back tax debt, it only makes sense to hire former IRS agents and managers who know the system inside and out. We can review with you all the tax options and solutions to reduce your tax debt or tax bill.

We understand all the protocols and systems to affordably and swiftly deal with any IRS tax issue so we can reduce and resolve your IRS or State Tax Problem.

We can help anyone who owes any federal, State, individual, business, or payroll taxes including those who have not filed back tax returns and those wishing to settle IRS tax debt.

 

If you Haven’t Filed Back Tax Returns

If you have not file tax returns, our former IRS agents can prepare your back tax returns with little or no records and settle your tax debt at all at the same time.

Make sure you file your back tax returns because IRS enjoys the privilege of filing your back tax returns under 6020 B of the code if you fail to file back taxes. What this means is that IRS can prepare a substitute for return, SFR.

They will file your return to make sure you pay the highest amount allowed by law. If this is happened to you, you can file for an IRS audit reconsideration.

 

IRS Required Financials Statements on cases involving Tax Debt

If you owe back taxes and as a general rule your financial statement will determine how IRS will close your settle your case. Form 433F. The completion of your financial statement is one of the keys to deal with the Internal Revenue Service.

If you owe individual, business or payroll taxes, we will take a current financial statement contact the IRS and work out an affordable individual or business payment plan and/or file and settle the tax if applicable.

It is critical that you understand the importance of your current financial statement because it will determine the outcome of your case.

Your last 3 to 6 months of your financial condition is IRS’s determining factor on your case resolution.

Most cases in which back tax debt is owed to Internal Revenue Service will require a current and verifiable financial statement. Generally on forms 433F or 433A.

You can find those financial statements directly on our website.

When you call us we will give you the financial statement applicable to your case.

As a general rule, when taxpayers or businesses owe back individual or payroll taxes, IRS closes case out by putting them into hardships, asking for payments or the settlement through the offer in compromise.

 

These are the three most common ways that IRS close cases off their enforcement computer.

1.40% go into a currently not collectable,

2. 6.5 million people get put into payment plans and,

3. 40,000 people get offers in compromise accepted.

 

We will explore every option and can get you the very best possible tax settlement.

Please keep in mind IRS is a general statute of limitations on 10 years on all collection cases. Certain exemptions exist.

Since 1982 we have been resolving IRS tax debt for individuals, businesses and corporations that owe back federal taxes including payroll tax debt.

Call us today for a free initial tax consultation. Speak to true tax experts.

So if you need help on IRS tax debt call us today and we will find solutions on how to deal with your back tax debt problems.

Since 1982 we have been resolving tax debt for South Florida and people across the United States. we are a full service tax firm.

 

Owe IRS Back Taxes + Individual, Business, Payroll Taxes + Haven’t Filed Tax Returns + Settle IRS + DEBT Relief + 33496, 33434, 33433 + Boca Raton

 

 

IRS Offer in Compromise + Settle Tax Debt + Reduces Tax Debt + File Back Tax Returns + 33496, 33434, 33433 + Boca Raton

 

Fresh Start Tax

 

We are an affordable professional tax firm with over 65 years of direct IRS work experience. Since 1982. Local Experts IRS experts.

We worked out of the local South Florida IRS offices.  We worked in the audit, collections, and appeals division as well as former IRS teaching instructors.

We know the system inside and out and are some of the most affordable, trustworthy and notable experts in South Florida.

If you want to file an offer in compromise I thought you’d like to know what the statistics are.

Last year over 78,000 offers in compromise  were filed by taxpayers and over 38% of those were accepted for average of $6500 per case.

Keep in mind this is a national average in your case is completely dependent on your individual financial statement.

We will not file for an offer in compromise unless you are a true candidate for the program. There is a pre qualifier tool.

 

Upon your initial tax consultation we’ll let you know if you are eligible  to have an accepted offer in compromise by the Internal Revenue Service.

 

As a former IRS agent, I was a teaching instructor for the offer in compromise, the IRS tax debt settlement program.

Due to the new fresh start tax initiative Internal Revenue Service had made it easier to file for the program. However this program is not for everybody.

Everyone wants to settle with IRS but there is a very specific format and methodology that must be followed.

You could hear the truth about the offer in compromise program when you call us.

There are many myths about the pennies on the dollar program so you need to hear the truth before spending any money.

I know the system inside and out. As a former IRS agent I used to accept and reject offers in compromise.

I have heard countless horror stories from taxpayers who called me about firms that have ripped them off promising settlements.

There is a very specific system and methodology to get an offer in compromise approved for pennies on the dollar. Last year 38,000 taxpayers had their cases accepted.

As a former IRS agent I taught the offer in compromise program at the district training center as a former employee.

 

The question is pennies on the dollar possible to settle tax debt?

 

Yes, it is as a matter of fact, over 38,000 taxpayers got their debt settled with the Internal Revenue Service for average settlement of $6500 last year.

There were a total of 78,000 applications for the pennies on the dollar, offer in compromise program last year.

With that being said there is much to say about this pennies on the dollar program called the offer in compromise.

At our firm we will take no clients money until we are no they are a true candidate for the settlement program.

There are many myths about the offer in compromise so IRS and in their great wisdom provides a pre-qualifier tool to find out if taxpayers are eligible for the offer in compromise program so taxpayers do not give their hard-earned money to unsuspecting tax firms promising tax settlements.

I would suggest anyone who wants to go ahead and settle their tax debt through the pennies on the dollar, offer in compromise program contact an experienced an honest tax professional, have them walk them through the pre-qualifier tool before they give their money to anybody.

If you have any questions or issues about the offer in compromise program to settle your debt for pennies on the dollar, call us today and we will review your case to let you know if you are a qualified and suitable candidate.

The IRS spends a lot of due diligence before they accept an offer in compromise. It is possible for the IRS to spend over 20 hours working an offer in compromise.

On cases over $100,000 it is typical they will check your credit report for the accuracy of your financial statement. The higher the dollar case the greater the due diligence.

Many people ask why is this process not that simple. The answer is this, all accepted offers in compromise are a matter of public record for one year in the regional office where the offer was accepted.

The Internal Revenue Service does all that it can to make sure there is a matter of consistency within the offer in compromise program if not still be a tremendous public outcry.

 

Right now there are over 7500 cases in the offer queue to be worked by local agents.

 

We are a full-service firm with an expertise in any IRS tax debt matter including offering compromise.

One base rule for the offer in compromise program. IRS is only concerned about your income and assets. this includes your equity in your home, pension plans are IRA’s.

One nice thing about the IRS accepting your offer in compromise is that once you meet the terms of the settlement they will release your federal tax lien.

Below you will find out what you need to know about the offer in compromise program.

 

TYPE OF OIC PAYMENTS

 

• Lump Sum Cash Payment:

Submit an initial payment of 20 percent of the total offer amount with your application. Wait for written acceptance, then pay the remaining balance of the offer in five or fewer payments.

• Periodic Payment:

Submit your initial payment with your application.

Continue to pay the remaining balance in monthly installments while the IRS considers your offer. If accepted, continue to pay monthly until it is paid in full.

If you meet the Low Income Certification guidelines, you do not have to send the application fee or the initial payment and you will not need to make monthly installments during the evaluation of your offer.

 

Understand the process of OIC

While your offer is being evaluated:

• Your non-refundable payments and fees will be applied to the tax liability (you may designate payments to a specific tax year and tax debt);

• A Notice of Federal Tax Lien may be filed;

• Other collection activities are suspended;

• The legal assessment and collection period is extended;

• Make all required payments associated with your offer;

• You are not required to make payments on an existing installment agreement; and

• Your offer is automatically accepted if the IRS does not make a determination within two years of the IRS receipt date.

Call us today for free initial tax consultation to see if you are a certified an eligible candidate for the offer in compromise program.

We call our office you will speak to a true IRS tax professional. So yes pennies on a dollar is possible, however make sure you’re a qualified candidate.

Call us today for a free initial tax consultation and speak to a true IRS expert about the offer in compromise the way to settle your tax debt for pennies on a dollar if you qualify.

When you call our office you will speak to true IRS tax expert to learn more about the offer in compromise and tax debt settlement program to reduce your IRS tax debt.

 

 

IRS Offer in Compromise + Settle Tax Debt + Reduces Tax Debt + File Back Tax Returns + 33496, 33434, 33433 + Boca Raton

File Back Tax Returns + Settle IRS Tax Debt + Payment Plans + Tax Liens, Audits + 33496, 33434, 33433 + Boca Raton

Fresh Start Tax

We are an AFFORDABLE local South Florida tax firm that specializes in IRS tax problems, Since 1982.

 

As former IRS agents and managers we worked out of the local South Florida offices specifically, we worked out of the Miami, North Miami and Fort Lauderdale office.

We also worked as managers, supervisors and teaching instructors.

Not only did we work in the above aforementioned positions, we are also on-the-job trainers for new IRS employees.

We know all the IRS systems inside and out we have worked both sides of any IRS problem and know the protocols and methodologies to resolve any IRS matter.

If you have not filed Back Tax Returns, you are not alone the tax gap is $450 billion. The tax gap is a figure placed on taxes that should-be been collected if all tax returns were filed.

IRS is working hard to make sure all those with unfiled tax returns are back in the system. The IRS Cade 2 computer us working hard to close the tax gap which is currently $500 billion.

Also, please keep in mind if you don’t file your back tax returns IRS has the option of filing your tax return under 6020 B of the IRC. IRS will do you no favors in filing, you will pay the highest amount allowed by law.

Filing back tax returns is not an issue for our firm. We have prepared thousands of back tax returns with or without tax records.

There is a very systematic way to do this and it is called income tax reconstruction.

We take the methodologies learned at Internal Revenue Service and apply the best practice standards to go ahead and prepare your back tax return and make sure you pay the lowest amount allowed by law. If you are going to owe money as result of your tax filing we can settle your tax debt as well.

On cases where taxpayers have received notices, we send IRS a power of attorney so you will never have to speak to IRS and we handle all the correspondence.

From there we go ahead and start the preparation of our tax return process by pulling IRS transcripts and any available records. From there, we submit the tax returns to IRS at the same time work out a remedy or solution if you’re go to owe back tax debt.

It is important for every taxpayer to know that if they are in a position where they haven’t filed back taxes that they start making estimate tax payments or creased or withholding to cover their new IRS tax debt. Internal Revenue Service wants to make sure future compliance is not an issue.

 

IRS Tax Debt Settlements, I am a former IRS agent and teaching instructor of the offer in compromise.

 

If you need to settle your tax debt with Internal Revenue Service, as a general IRS will want to current financial statement to make a determination.

You will need to do that on the IRS form 433A or 433F.

As a general rule upon your submission of your current documented financial statement,

 

IRS will either place you went into:

1.currently not collectible file (hardship) or ,

2. ask you for a monthly payment.

Many taxpayers are eligible for the offer in compromise program to settle their debt for pennies on the dollar.

 

Last year over 38,000 taxpayers settle their tax debt for an average of $6500 per case. Keep in mind that is just an average national average in your case is completely dependent on your current financial statement.

 

Before you file for offer in compromise it is wise to fill out the IRS pre-qualifier tool to make sure you were a viable candidate and don’t waste any money.

When you call our office we will be review with you the various options you have to completely and permanently remedy all your IRS tax problems once and for all.

If the IRS has filed a federal tax lien against you, when you call our office we will go over the different ways you may be able to release your federal tax lien. The lien will stay on your record for 10 years from the date of assessment unless an offer in compromise was accepted or you got into an IRS payment agreement that met the qualifications.

We are a full-service firm that specializes in IRS tax relief. With over 206 years of professional tax experience and over 65 years of combined work experience.

We are one of the most affordable, experience, and trustworthy firms in the South Florida area. Since 1982 we have been helping South Floridians.

If you need to file tax returns, need an IRS tax settlement, need to work a payment plan, or if your experience a IRS tax hardship or need to get IRS levies and tax liens released call us today.

Call us today for a free initial tax consultation.

When you call our office you will speak to a true IRS tax professional . Since 1982 we have been solving IRS problems.

 

File Back Tax Returns + Settle IRS Tax Debt + Payment Plans + Tax Audits + 33496, 33434, 33433 + Boca Raton

 

 

 

Florida Sales Tax Audit Tax Defense + Owe Sales Tax Debt + Local Specialists + 33496, 33434, 33433 + Boca Raton

 

Fresh Start Tax

 

An AFFORDABLE Professional and Experienced Firm, A plus Rated BBB. Since 1982, South Florida IRS Service Firm.

 

 

We have over 206 years of professional tax experience in over 65 years of combined work experience in government agencies.We are true local experts, since 1982.

Call us today for free to initial tax consultation and we will explain to you the Florida sales tax audit procedures and defenses.

We are specialist for all IRS matters as well.

 

Fresh Start Tax LLC has its main office in Ft. Lauderdale, Florida and the firms staff consists of CPA’S, former IRS agents and former instructors who have worked hand in hand with the Florida’s Sales Tax and the Department of Revenue.

 

Fresh Start Tax and it’s principles have handled thousands and thousands of cases over the years, both in government service and in their professional practice.

We handle cases all through the State of Florida.

Our professionals are members of various National Organizations, have been keynote speakers on tax issues and are certified by the Florida Department of Professional Regulation to administer and teach other professionals in their continuing educational programs.

 

With your free initial consultation we will review your case and give you very specific expectations based on your circumstances.

State of Florida sales tax representation includes the following matters with the Florida Department of Revenue:

• Tax audits on any and all sales tax issues and matters,
• Non-filing matters,
• Criminal investigations that are referred to attorneys that best fit your profile,
• Department of Revenue enforcement action or warrant proceedings
• Stipulated time payments,
• Requests for settlements or Compromise

 

The Keys to resolving your Florida Sales Tax Problem

There are several keys to make sure your case is resolved timely. These keys are necessary on every case. The Department of Revenue is interested in resolving the cases in their system.

The DOR goal is to close cases and get them out of their inventory.

Here are the keys necessary to stop enforcement action on your back taxes.

• Have all your tax returns filed before you call Florida Sales Tax and the Department of Revenue on your back tax issues.

• Be prepared to give the Department of Revenue a financial statement whether you are a hardship candidate, want an installment agreement or want to settle your case.

• Be prepared to give the Department of Revenue all supporting documentation to prove your financial statement.

• Make sure you are current on deposit requirements.

 

Are you being Audited by Florida DOR, Read Carefully

The State of Florida, Department of Revenue audit taxpayers to:

• Enforce Florida tax laws uniformly.
• Deter tax evasion.
• Promote voluntary compliance.
• Educate taxpayers.

As a general rule, the State of Florida Sales Division accepts most tax returns as filed, however they audit some returns to verify accuracy and evaluate compliance.
Florida Sales Tax Audits do not always result in the taxpayer owing additional tax, penalty or interest.

The auditor may adjust a credit carryover or correct distribution without assessing additional tax. The auditor may even determine that a refund is due.

How Are Taxpayers Selected for Audit by the Florida Sales Tax Division

The methods for selecting a business or individual to audit vary from tax to tax.

 

Here are some examples of sources we use to identify a potential audit candidate:

• Internal Revenue Service information.
• Information sharing programs with other states and state agencies.
• Computer-based random selection.
• Analysis of Florida tax return information.
• Business publications, periodicals, journals, and directories.

 

What Types of Records Will I Need to Provide to an Auditor or Inspector?

When we notify you of our intent to audit, we will also tell you what records you will need to provide.

The types of records may include, but are not limited to:

1. General ledgers and journals

2. Cash receipt and disbursement journals

3. Purchase and sales journals

4. Sales tax exemption or resale certificates

5. Florida tax returns

6. Federal tax returns

7. Depreciation schedules

8. Property records

9. Other documentation to verify amounts entered on tax returns

You must keep your records for three years since an audit can extend back that far.

The Department may audit for periods longer than three years if you did not file, or filed a substantially incorrect return or payment.

 

Your Rights During an Sales Tax Audit

The Florida Taxpayer’s Bill of Rights provides protection for taxpayers’ privacy and assets during their interactions with Revenue employees.

Your rights include:

• The right to fair treatment.

• The right to get available information and prompt, accurate responses to your questions.

• The right to have the Department begin and complete its audit in a timely manner after we notify you of our intent to audit.

• The right to get simple, nontechnical statements which explain the reason for audit selection and the procedures, remedies, and rights available during audit, appeals, and collection proceedings.

Call us today for a free initial tax consultations.

 

Florida Sales Tax Audit Tax Defense + Owe Sales Tax Debt + Local Specialists + 33496, 33434, 33433 + Boca Raton