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IRS audits & examinations

An audit notice does not automatically mean you did something wrong—it means the IRS selected your return for review. What you do next matters. Our role is to help you respond accurately, on time, and with an organized presentation of records, so the examination stays focused and does not expand into issues you never needed to open.

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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.

Frequently asked questions

How far back can the IRS audit my returns?

The IRS generally has three years from the filing date to audit a return. That window extends to six years when income is substantially understated, and there is no time limit in cases of fraud or a return that was never filed.

Should I just talk to the auditor myself?

You can, but casual answers in an interview can widen an audit. Representation lets a professional handle the communication, keep the exam within scope, and prevent offhand statements from creating new issues.

What if I do not have receipts for everything?

Missing records are common and not automatically fatal. In many situations, reconstructed records, bank statements, or other credible evidence can support a position. We help identify what is acceptable and how to present it.

What happens if I disagree with the audit result?

You generally have the right to appeal a proposed adjustment through IRS Appeals, and in some cases to petition the U.S. Tax Court. Deadlines are strict, so it is important to act quickly once you receive the examiner’s findings.