What you are dealing with
Audit letters create anxiety because they mix deadlines, document requests, and legal language into one packet. The first job is to identify the examination type, the years and items under review, the response deadline, and what the IRS has actually asked to see.
What the IRS is doing
The IRS describes an audit as a review of books, accounts, and financial records to verify that a return was reported correctly. Examinations may be handled by correspondence, in an IRS office, or in the field. Selection does not by itself mean the return is wrong, and taxpayers have rights to representation and appeal.
What we do
We translate the examination notice into an evidence plan. We organize the requested records, identify gaps, prepare the response, communicate within the authorized scope, and preserve the written record. If the IRS proposes changes, we explain the findings and the available response or appeal path before anything is agreed.
How the written engagement starts
- Attach the complete audit letter, including every page and enclosure.
- We identify the issues, deadline, examination type, and requested evidence.
- You receive a written scope for document review, response preparation, and representation.
- We build and submit the response only after the evidence and engagement are approved.
What to gather
- The complete examination notice and every enclosure
- The return under examination and related workpapers
- Records supporting the specific income, deduction, credit, or entity issue
- Prior correspondence or submissions already sent to the IRS
Do not place Social Security numbers, returns, or notice images in an ordinary website field. The concierge routes documents to the secure Guest Exchange.
Frequently Asked Questions
- No. The IRS says selection for audit does not always suggest a problem. The examination tests specific return information against records and tax law.
- Yes. Enrolled Agents are federally licensed tax practitioners with unlimited practice rights before the IRS, subject to the engagement and a valid authorization.
- Send the complete notice immediately through the written intake. We first confirm the actual deadline and whether an extension or protective response is available; we do not assume one.
- Depending on the stage and time remaining, the IRS provides managerial review, mediation, or appeal paths. We explain the applicable route from the actual examination report.