Audit Preparation Services - Protecting You
Audit Preparation Should Start Long Before the Audit
With years of experience and has successfully handled hundreds of audits. We can either handle the entire audit or assist
you in putting the material together to defend your own audit. For most audits we take you through the following steps:
Status Assessment
The first step is to determine where you are in the audit process. If there are any immediate issues (e.g. wages are being
garnished) we may take care of them at this time.
Strategy Formulation
The next step is to discuss with you what your objectives are. We also explain to you what the potential issues are and what
is required to prepare for and complete the audit.
Preparation
First, we guide you through the record preparation process. Then we assemble the information in a manner that show cases our
case and makes it easy for the IRS to accept our position.
Research
If there are complex issues or if the IRS is disputing our claims, we have the tools that allow us to do the necessary legal
research in-house.
Audit/Appeals
In this step we conduct the requisite meetings with the auditors and/or appeals officers. As required we can file the necessary
documents for appeals, extensions and petitioning the tax court.
If you would like to speak to an SBT representative click here Contact Us today.