IRS Audits & Appeals
An IRS audit or notice can be stressful—especially when you don’t know what the IRS is really asking for. We help individuals and small business owners respond correctly, organize documentation, communicate with the IRS, and pursue an appeal when appropriate—so you can protect your rights and avoid costly mistakes.
Is this you?
- You received an IRS audit letter and don’t know what to send.
- You got a CP2000 notice proposing additional tax.
- The IRS is questioning income, deductions, or business expenses.
- You’re worried about penalties—or the audit expanding to other years.
- You disagree with the IRS decision and want to appeal.
What IRS Audits and Appeals Actually Are
An IRS “audit” is a review of your return to verify information—often triggered by a notice, missing documentation, or a mismatch (like a CP2000). An “appeal” is the next step when you disagree with an IRS decision and want an independent review through the IRS Office of Appeals.
The key is responding correctly, meeting deadlines, and backing up your position with the right documentation and narrative.
Types of audits may include:
- Correspondence audit / CP2000: handled mostly by mail with document requests.
- Office audit: you meet (in-person/virtual) and present support.
- Field audit: more intensive review, often for businesses and higher risk issues.
HOW WE HELP
What We Do
- Review the notice (audit letter/CP2000) and confirm what the IRS is alleging.
- Pull transcripts and clarify the scope (years, issues, deadlines).
- Create a clean document checklist and help you organize support.
- Prepare the written response (and supporting explanation) to the IRS.
- Represent you in IRS communications and meetings when required.
- If you disagree with the outcome, prepare the best next step (appeal/protest or other options).
Our Simple Process
- Step 1: Free consultation. Understand the notice and what’s at stake.
- Step 2: Transcript + notice review. Confirm deadlines, years involved, and issues.
- Step 3: Strategy. Assemble what the IRS needs (and what they don’t).
- Step 4: Implementation. We submit responses and communicate with the IRS.
- Step 5: Appeal. If the result is wrong or unreasonable, we pursue an appeal strategy.
Get Help With an IRS Audit or CP2000 Notice
Clear steps, strong documentation, and calm guidance.
Why Choose Us
BBB A+ Rating — Trusted and reliable.
Money-Back Guarantee on Offer in Compromise.
10+ Years of Tax Resolution Experience.
Boutique, 7-person team (not a call center). You’ll work with real tax professionals who know your case, not a rotating pool of sales reps.
IRS-only, nationwide practice. We focus on IRS tax problems every day and help clients across the country resolve back taxes and get compliant.
Frequently Asked Questions
What is an IRS audit?
An audit is the IRS reviewing your return to verify information. Some audits are simple document requests; others are more involved.
What is a CP2000 notice—is that an audit?
A CP2000 is a proposed adjustment (often from income mismatch). It isn’t always called an audit, but it can feel like one and still requires a careful response.
Should I respond to the IRS myself?
Some notices are simple. But mistakes can cost money or expand the issue. We help you understand what’s being asked and respond correctly.
What happens if I ignore an audit notice?
The IRS may assess additional tax and penalties by default. Deadlines matter.
What is an IRS appeal?
An appeal is a request for an independent review (often through the IRS Office of Appeals) if you disagree with the IRS’s determination.
Do you handle state audits or state appeals?
We focus exclusively on IRS (federal) tax matters.
Real Results for Real Clients
- Resolved a CP2000 notice by providing documentation and correcting IRS assumptions.
- Helped a taxpayer reduce proposed adjustments by organizing records and responding properly.
- Guided a small business through an audit response with clear documentation support.
- Filed multiple years of unfiled returns and cleared penalties for a self-employed client who had avoided the IRS for years.
- Corrected IRS “substitute for return” assessments by filing accurate returns and reducing the assessed balance.
- Pursued the best next step after an audit determination to reach a reasonable outcome.
Results vary; every case is unique.
