As a CPA as well as an attorney, I have been trained as a financial auditor and understand how to build, recover and interpret a “paper trail.” My philosophy is that a client’s file should stand on its own. As such, I have been complimented by IRS auditors who have called my work “meticulous,” “complete” and “accurate.”
An IRS Auditor needs complete and accurate supporting documentation to review in order to determine whether a tax return should be changed or not. These auditors work on hundreds of cases at a time. Making their job easy is the key to a positive outcome.
An auditor does their preliminary review of your case, issues the IRS Information Document Request form, and then moves on to another case. When you send the requested documents, that person might not be able to get back to your case immediately. When they do, if your records are easy to follow, it is easy for them to pick up where they left off. During this process, comprehensive documentation – and files that stand on their own – work in your favor.
When I represent a person during an IRS audit, I perform a pre-audit. It is important that I see the documents before the auditor does. This allows me to assess the strengths and weaknesses of the case and formulate a plan of action before the audit begins.
I do not allow audits to be conducted in my client’s home or office. They are conducted either in another auditor’s office, or mine, and you are typically not present during the audit.
Because I have a long history in this industry, and have represented many people in this situation, I have a reputation with local IRS auditors as someone who is comprehensive, organized, prepared and meets any commitments I make.