The three types of audit
Most audits are correspondence audits handled entirely by mail, usually over one or two specific line items. Office audits ask you to bring records to an IRS office, and field audits involve a revenue agent examining more complex returns in person. The scope, timeline, and stakes differ significantly, so we align the approach to the type of exam you actually face.
Documentation strategy
Examiners work from what you provide, and how you provide it shapes the outcome. We help identify the records that support your return, organize them to answer the examiner’s specific questions, explain gaps, and address situations where estimates or reconstructions are appropriate—always within the rules of the examination.
Managing scope and your rights
A common risk is an audit that drifts beyond its original scope. You have rights during an examination, including the right to representation, so you do not have to answer questions in the moment or hand over more than the exam requires. We manage that boundary so the review stays proportionate.
Outcomes, appeals, and next steps
If you disagree with a proposed adjustment, you generally have appeal rights—first with IRS Appeals, and if a statutory notice of deficiency is issued, potentially in Tax Court. We explain the tradeoffs of accepting, protesting, or settling so you can make an informed decision rather than signing under pressure.
After the audit
An audit that ends in a balance due often leads directly into collection. We can carry the case straight into a resolution plan—installment agreement, penalty relief, or another option—so there is no gap where enforced collection catches you off guard.