Income Tax Audit Defense

At Ventresca & Ventresca, LLP we have significant experience in assisting individuals and businesses who are being audited by the IRS. For  20 years we have skillfully guided clients through the IRS audit process and have zealously represented them and their interests at such audits. If you are being audited by the IRS you should contact us immediately for a free evaluation of your case.

 

The following are some important factors we have found in our experience to help maximize your success if you are being audited by the IRS:

1. Assemble the information requested by the auditor. Prior to the audit, the auditor will issue a document known as a Summons which lists the documents, records and other information that the IRS auditor would like to review in the audit.

2. Gather receipts for all deductions taken. IRS auditors typically require the person being audited to produce receipts for all deductions claimed. Failure to produce such receipts will result in the expense or deduction for which there is no receipt being disallowed. Therefore, if you can’t find a receipt, you should contact the individual or business with whom you made such expenditures to obtain other proof in the form of a duplicate receipt or letter evidencing your expenditures in detail.

3. Organize your tax documents. Prior to the audit you should organize your tax documents for the tax year(s) being audited. You should review your return and have your supporting workpapers and other evidence organized for each item of income, loss, deduction or credit claimed on your return. This will make the auditor’s job much easier and will demonstrate to the auditor that you are taking the audit seriously and that you are organized.

4. Don’t Cancel or Reschedule. IRS Auditors and field agents typically schedule their audits 30-45 days in advance. They have audits scheduled every day and are quite busy. Therefore, cancelling or rescheduling your audit without a strong reason to do so will result in a scheduling gap for the auditor and may result in causing the auditor to think that you are trying to delay. As the old adage goes, you will catch more flies with honey than with vinegar. This is never more true than when dealing with the IRS audit division.

5. Obtain Competent Representation. No matter how organized you are or how financially savvy you are, I never recommend that anyone ever go into an audit unrepresented. You should choose competent representation with strong audit experience. Preferably, you should choose a tax attorney who can assess the legal underpinnings of your case and who will be able to provide counsel as to either settling the audit or proceeding to court to remedy your matter.

6. Be Nice and Be Respectful. It never ceases to amaze me how people (even other professionals) will bad-mouth an IRS auditor to their face or treat the auditor with disrespect. There are really two groups of people one should never be rude to as strangers—restaurant employees who make and serve your food and IRS auditors. Auditors have some discretion and leeway in conducting their audits. Those who are nicer tend to get the benefit of such doubts more often than those who are not so nice.

 

At Ventresca & Ventresca, LLP, we know that in your legal matters, time is critical. When you call us, we will respond without delay. You can discuss your problem directly with an experienced attorney in your area of inquiry, and we will act as quickly as possible to resolve your problem.

 

If you are looking for an experienced attorney in any of our areas of practice, phone us to discuss your case at 724-940-5901 (PA) or contact an Attorney now online.