Audit representation
So, you got a tax letter. Take a deep breath… and give us a call.
First, realize that a letter is often just a request for more information. Somehow what the IRS (or state), has in their computer does not match up with what they expected. Many times, the resolution is a simple act of sending more information, or copies of supporting documents (like W2s, mileage logs or receipts).
If the audit involves a return we prepared, just fax/email us a copy of the letter. We will pull up your file and assess the situation. If it is a routine letter, we can send the necessary documentation off and all is done. Remember, we defend any audit as part of our guarantee. Before you call or send anything off to a government office, talk to us first! Sometimes there is wisdom to be had with our experience.
If the return in question was not prepared by us, we will have a quick chat with you, and tell you what documents we need to assess the situation. After we review your paperwork, we can discuss terms should you decide to utilize our services. Many times we take cases on a contingency basis, where our fees are only a portion of what we saved you. WHAT WE ARE NOT: is a company that makes guaranteed of settlements of ‘pennies to the dollar.’ Believe it or not, if we cannot help, we will be honest, and tell you your options.
As a last note, audits are not required to be defended locally. Even though we are in South Carolina, and you may be in St. Thomas, USVI, it makes no difference. Ninety-nine percent of all audits can be resolved over phone/fax/mail/email; person-to-person meetings are not usually required.
TravelTax Guarantee: We defend any return we prepare without charge subject to conditions, pay penalties, and interest (not the underlying tax), should it be our error. Your return is backed up by a $1 Million tax audit defense and ID theft protection.
Fill out this form to request our Receipt Envelope to help you keep track of your expenses as a traveler.