Tax Audits

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Tax Audit Representation

Receiving an audit notice can be stressful. You don't have to face an auditor alone. We can represent you and handle the entire case on your behalf. Whether it is the IRS, state or local tax agencies, taxpayers have the right to professional representation.

Audit Reconsideration

You can dispute the results of an audit or a Substitute for Return (SFR) filed by the IRS if you failed to file a tax return. Common reasons for Audit Reconsideration are if you did not show up for your audit, you moved and did not receive your audit notice at your new address, have new info to provide that you did not include in your original audit or you disagree with the outcome of the audit. 

Sales and Use Tax

Businesses carrying out retail sales of merchandise in California are required to pay sales tax. Use tax may be imposed on a California consumer buying merchandise from another state. The California Department of Tax and Fee Administration (CDTFA) handles sales and use tax in California. Taxpayers facing a tax audit by the CDTFA can hire a tax practitioner to represent them in their case.

CP2000

CP2000 Notices are part of the IRS Automated Underreporter (AUR) program. A CP2000 is not an audit though procedurally they are similar. It is a proposal of additional tax, penalties and interest due to a mismatch between information returns provided by third parties to the IRS and what the taxpayer reports on a tax return.  Information return examples include W-2, 1099-MISC, 1099-R, 1099-B, SSA-1099, 1099-K, 1098, etc. Taxpayers must respond to the notices in a timely fashion to dispute the proposed deficiency in order to prevent assessment and collection action.

CP2000 Reconsideration

 

CP2000 Reconsideration is a great way to reopen a case when you want to challenge a tax assessed during a CP2000 and you have new information or items that were not taken into account in the original CP2000. If you missed the appeals deadline, did not respond in time to a CP2000 Notice or agreed to an accuracy penalty and want to dispute it after it is assessed, CP2000 Reconsideration can be pursued.