When a return is examined
Audit Assistance
An audit letter is stressful, but it is a process with steps. We help you understand what is being asked, organize the records that answer it, and respond on time.
What this covers
An examination usually focuses on specific items on a return. The first job is reading the letter carefully so you know exactly what is in question — and what is not.
We then gather and organize the supporting records, prepare the response and keep track of every deadline, so you are never guessing about what happens next.
Every examination is different. We explain what we can help with, and when a question needs an attorney, before you decide.
What to gather
- The audit or examination letter
- A copy of the return being examined
- Records that support the items in question
- Any earlier correspondence about the same return
Step 1
Read the letter
We confirm what is being examined and the deadlines that apply.
Step 2
Organize the records
We gather the documents that support the items in question.
Step 3
Respond and follow
The response is prepared and tracked until the examination is resolved.
Also available
Other ways we can help.
Individual Tax Preparation
Federal and state returns prepared, reviewed and e-filed for individuals and families.
Business Tax Services
Returns and year-round support for sole proprietors, partnerships, S corporations and corporations.
Prior-Year Returns
Unfiled years reconstructed from transcripts and brought back into compliance.
Ready to get your return moving?
Tell us about your situation and we will confirm what needs to be filed and what to gather first.