IRS Audit Representation
An audit letter is stressful, but it is a process with rules. With your authorization we take over communication with the examiner, organize the documentation, present your position and work toward the smallest possible adjustment.
How Nelson & Associates handles IRS Audit Representation
Most audits are correspondence audits handled by mail, but office and field audits involve meetings with an examiner and detailed review of records. Either way, how you respond matters. We review the return, identify the issues the IRS is likely to focus on, gather and organize support and present it clearly, so the examination stays focused and doesn't expand.
If we disagree with the examiner's findings, we can request a conference with a manager or take the case to the IRS Independent Office of Appeals. Our firm's background in forensic accounting and experience as an expert witness in federal court cases involving tax evasion give our firm a clear view of how the government builds a case and how to answer it.
Who this is for
- Individuals selected for a correspondence or office audit
- Business owners facing a field examination
- Self-employed people with Schedule C questions
- Taxpayers with foreign income or accounts under review
- Employers facing payroll or worker classification audits
- Anyone who received a 30-day letter or proposed adjustment
Everything covered in our IRS Audit Representation service
- Review of the audit notice and the return under examination
- Form 2848 power of attorney so we speak for you
- Document organization and written responses
- Attendance at office and field audit meetings
- Negotiation of proposed adjustments and penalties
- Appeals and requests for reconsideration
- Florida Department of Revenue audits for sales and corporate tax
- Recommendations to reduce future audit risk
The paperwork behind IRS Audit Representation
| Form 2848 | Power of Attorney and Declaration of Representative |
|---|---|
| Letter 2205 / 566 | Initial audit contact letters |
| Form 4549 | Report of income tax examination changes |
| Letter 525 / 950 | 30-day letters proposing adjustments |
| Form 12203 | Request for Appeals review |
| Notice of Deficiency (90-day letter) | Final notice before the right to petition Tax Court |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- The audit letter and any envelope or attachments
- A copy of the return being examined
- Bank statements, receipts and invoices for the items in question
- Mileage logs, calendars or other contemporaneous records
- Prior correspondence with the IRS
- Any return preparer's workpapers
How it works, step by step
Free confidential consultation
Tell us what the IRS sent and what has happened so far.
Get your IRS file
We pull your transcripts to see exactly what the IRS sees.
Build the solution
We file what's missing and choose the best resolution option.
Resolve and stay compliant
We negotiate, confirm the outcome and keep you on track.
Why clients choose us for IRS Audit Representation
CPA representation
With your signed Form 2848 we deal with the IRS directly, so you don't have to.
Efficient and affordable
We work toward the fastest resolution that fits your finances.
Extremely discreet
Your situation stays private, handled only by authorized staff.
Fraud and forensic background
Our founder has served as an expert witness in federal tax cases.
IRS Audit Representation across the United States
From our Doral office we provide IRS Audit Representation to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
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IRS Audit Representation FAQs
7 answers to the questions clients ask most. Don’t see yours? Ask us directly.
Do I have to meet with the IRS myself?
Usually not. With a signed Form 2848, a CPA can represent you and attend meetings on your behalf. The IRS can summon a taxpayer in limited situations, but that is uncommon.
How far back can the IRS audit?
Generally three years from the date the return was filed. The period is six years if income was substantially under-reported, and there is no limit for fraud or unfiled returns.
What happens if I disagree with the results?
You can ask for a meeting with the examiner's manager, request an Appeals conference, or, after a notice of deficiency, petition the U.S. Tax Court within 90 days.
Can an audit be expanded to other years?
Yes. Examiners may look at earlier or later years if they find the same issue. Careful, organized responses help keep the scope narrow.
I didn't keep receipts. Is it hopeless?
No. Expenses can sometimes be reconstructed from bank records, third-party statements and other evidence. We help you assemble the best support available.
Do you handle Florida Department of Revenue audits?
Yes. We represent businesses in Florida sales and use tax and corporate income tax audits.
Do you offer IRS Audit Representation outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about IRS Audit Representation.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.