Service We Offer | Audit Representation
We Are A Year Round, Full Service Tax, Accounting and Financial Services
firm specializing in the problems facing individuals and
small to medium sized businesses and Not-for-Profit Entities.
We can help you determine where you are in the audit process, evaluate your returns and explain what the issues are.
Federal Tax Audit
FTB (California) Tax Audit
Sales Tax Audit
Nicole Queeney has 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:
“When it comes to taxes, there are two types of people. There are those that get it done early, also known as psychopaths, and then the rest of us” – Jimmy Kimmel
Your TAX Financial ADVOCATE
Call us at 714-221-8080
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.
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.
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.
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.
Audits / 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.