IRS Representation

If you receive an inquiry or audit from the IRS, you as a taxpayer have the right to retain an authorized representative to consult with them throughout the process. Representatives must meet the requirements under federal law, which means an attorney, enrolled agent, or CPA can represent a taxpayer, but others can represent the individual in limited circumstances.

What to expect during an exam by the IRS:

• For a compliance check, which is generally related to payroll items, there is not a specific time period, so you are not required to remit any records to the IRS and you can refuse to undergo a compliance check without any fines or penalties.
• For an audit, the IRS has the authority to request records, such as receipts, bills, loan agreements, medical records, tickets, and more. The IRS also requires details on the circumstances surrounding the submitted document.

If you would like to sit down with us to discuss how we can help you with your tax and accounting needs, contact us for a free consultation.