IRS and/or State Tax Exam Representation – Partial Payment

Tax exams can be scary and painful when you deal with them on your own or with the wrong professionals. Choose our CPAs and tax attorneys to increase your odds in receiving a favorable outcome and sleeping better at night.

Price: $2,500.00


Loading Updating cart...

Start with a 50-minute consultation with our IRS and state tax experts, and if we agree to represent you on your tax exam, we'll recommend you sign up for this full representation service with advanced payment.

This payment is a partial payment. Expect a balance due when we complete the engagement. Please read Price & Billing Policies for more information.

How it works

After checkout, look for the "Click to Schedule" button and choose a time and date. Feel free to include your questions and background information when scheduling the appointment. You'll receive instructions on how to contact us by phone or Skype. If you're already working with one of our CPAs or tax attorneys, you can cooperate with them on the IRS or state tax matter as well. We'll ask you to upload your tax notice or exam correspondence to our secure filing sharing system. These full engagements cover:

  • A detailed review of all tax notice or tax exam correspondence and replies made by you to date.
  • Review all exam issues and focus on the most important ones that drive the outcome.
  • A detailed examination of your tax return filings in question by the IRS or state.
  • A thorough review of your tax information statements, support for all tax return positions, documentation and tax and accounting records.
  • Big picture issues and strategies for initial replies to the IRS agent or appeals officer or what to include in a tax court petition filing.
  • Tax research on important matters of law affecting your case.
  • Reply letters to the agent, appeals officer, or tax court as required.
  • Ongoing discussion with the client and IRS and state.
  • We communicate with the IRS or state by phone, fax, and letter, not by email or in person. (The IRS and state rarely use email.)

We will do interim billing as we often exceed the advanced payment.

We assign various professionals in our firm to help out: A CPA to review tax return details, accounting, and tax correspondence; Mr. Green for the big picture strategy and defense; and our tax attorney to draft appeals and tax court petition letters fundamental tax research. As a result, we have an excellent track record of success!

Types of tax notices and exams

  • Tax notices spotting missing income based on matching 1099s, K-1s, and other tax information statements received by the IRS.
  • Computer-generated tax notices requesting additional tax information and documentation (these are on the rise).
  • A challenge to qualification for trader tax status and use of Section 475 MTM ordinary loss treatment.
  • Applying hobby-loss and passive-activity-loss rules.
  • States are getting more aggressive on initiating tax notices and exams on issues where they decouple from federal rules or step on IRS toes over issues like trader tax status.