IRS Audits or Examinations

What Is an IRS Audit?

An IRS audit is an examination of your tax returns.  An examination may be conducted by mail or through an in-person interview and review of the taxpayer’s records. The interview may be at an IRS office (office audit) or at the taxpayer’s home, place of business, or accountant’s office (field audit). If the time, place, or method that the IRS schedules is not convenient, the taxpayer may request a change, including a change to another IRS office if the taxpayer has moved or business records are there. The audit notification letter tells which records will be needed. Taxpayers may act on their own behalf or have someone represent or accompany them. If the taxpayer is not present, the representative must have proper written authorization. The auditor will explain the reason for any proposed changes.

Who Gets Audited

Your probably going to begin by saying why me? Thousands and thousands of taxpayers get audited annually. You’re not the only one. Don’t take it personally. The IRS selects returns using a variety of methods to maximize their results. The selections include the examination of participants in abusive tax avoidance transactions, computer scoring of your tax returns, the size of the reported amounts on your returns, informational matching of what you reported with that reported by others to you, examinations by industry, related examinations of other tax preparers and related taxpayers and more.

What to Do if Your Being Audited

Many taxpayers go into an audit totally unprepared and hope for the best. Some think that if they can impress the auditor that they are nice, law-abiding, decent human beings and not common criminals, the IRS auditor will mellow, be sympathetic, and politely let them off the hook. Forget it!

Tax auditors are nice, decent human beings too, but most importantly, they pay their taxes. And they don’t think too kindly of others who don’t.

If you are selected for an audit, you will probably need professional help. Taxation is very complicated and technical and you will likely benefit from having a professional on your side.

  • Get professional help! Taxation is very complicated and technical and you will likely benefit from having a professional on your side. Many taxpayers go into an audit totally unprepared and hope for the best. Some think that if they can impress the auditor that they are nice, law-abiding, decent human beings and not common criminals, the IRS auditor will mellow, be sympathetic, and politely let them off the hook. Forget it! Tax auditors are nice, decent human beings too, but most importantly, they pay their taxes. And they don’t think too kindly of others who don’t.
  • Pay close attention to deadlines! The IRS is limited in time in which to collect from you. Similarly, your rights to disagree and certain options to exercise your rights lapse as well. Allow enough time to deal gathering information and responding. Don’t hire a professional the day of your schedule examination!
  • Be proactive! Be sure to show that you are responsive. Doing nothing is the wrong way to go! Your responsiveness clearly indicates that you acknowledge that a problem exists and that you are dealing with it. If you need additional time, ask for it! Similarly, you can ask for second or third extensions with generally little resistance. The ability of the IRS to collect from you is quite lengthy and they will generally patiently wait it out.
  • Be organized! Don’t show up with a box full of receipts, bills, etc. When asked a direct question, have the information readily available. Don’t hunt for the information during an examination. Don’t bring documentation that you don’t need. This can only hurt you!
  • Follow up! IRS auditors have tremendous case loads and only limited time to work on yours. Set deadlines and follow up. If you don’t hear back, follow up again. In writing!

Hiring a The Right Professional

Professional representation is best performed by tax attorneys, certified public accountants and enrolled preparers. It is most important that you inquire and gather information necessary to make an informed judgement as to the qualification of the individual or firm that will be representing you. Your previous tax preparer may not be the one best qualified to represent your interests. Inquire as to professional credentials, education and experience.

Hiring a professional may be costly. Not hiring a professional may cost your even more! Experienced tax professionals will generally outline the cost of their services, or whenever possible, provide you with a reasonable estimate before beginning any work for you.

How It Works?
  • 1 Get Started Talk to us. Tell us about what tax returns you need to file, what has happened, taxes you owe and ask about any general questions you have.
  • 2 Recommendations and Proposal We provide you with our recommendations, up-front costs, and the expectations before starting our work.
  • 3 Gather Information We obtain known information reported to the IRS and actions taken. You provide other information we may need to best help you.
  • 4 Client Approval We prepare copies of our work for your review and approval before anything is filed, giving you the opportunity to a gree or provide additional information that may be needed.
  • 5 Settlement You pay taxes or other amounts owed on negotiated tax settlements needed to finalize your case. We continue to monitor your case and notify you of any adverse IRS actions taken until closed.
  • Immediate Help Get immediate help. Contact us by phone or chat on-line. Use this option to get immediate help when you’re ready to get started.
  • Scheduled Tax Consultation Use this option when you’re not ready now, but will be ready in the next few days and want to schedule a teleconference or on-line meeting.
  • Not Ready Use this option when you’re not quite ready but are simply looking for more information.

I’ve been doing business with Mitch and CPA Miami for the last 4 years and have always had a great support from him. Mitch is always available, hears what we are doing and why and, most importantly, keeps us on track of better accounting and legal practices, in a very diligent way, which is very … Continue reading “Rafael F., Porto Alegre, Brazil”

Rafael F., Porto Alegre, Brazil

I have been working with this firm, as it relates to my personal and corporate tax activities, for well over a decade.  To date I can only say that Mitch Helfer and his staff have been professional, timely and knowledgeable of my personal and business tax needs.  In addition, Mitch is always readily available and … Continue reading “Francois I”

Francois I

This is the best CPA company I ever work with, Mitch Helfer saved us around $15,000.00 dollars in penalties , he abated the penalties successfully and we end not paying a dollar. He is always available for consultations and really understandable of our companies needs.

Judith C

Mitch Helfer has done my taxes for years, and he does a great job, gives great advice and gets the job done on time. Deborah Gray Mitchell

Deborah Gray Mitchell

Mitch is very professional and competant. He was persistant in helping me prepare my taxes and gave instructions in a calm and clear way. He is patient and organized. Thank you!

Collin Joyce

Awesome service. Would definitely recommend.

Leori Porter

Even if I live in the other side of the world you always been able to explain and support me in my projects. Thanks!!

Marco Vidali

Very knowledgeable, friendly and timely service. Have been a happy and very satisfied customer since 2003

Kay Oster

Our company has been a customer of the firm for approximately 5 years now … our business was unfortunately affected by a Civil Tax Penalty… we sent the case over to the firm for representation and managing. Immediately the firm acted upon the issue without rest … the penalty was deducted from our account and … Continue reading “Sandra de Leon”

Sandra de Leon

If you need a good CPA in Miami, you need CPA Miami! Thank you for joining our network, we look forward to hearing more from you! Matthew Wagner

Matthew Wagner

It’s great to see an excellent CPA firm that is committed to promoting the community through fiscal responsibility and advice. Keep up the great work and have an awesome season!

Nick

I went to CPA Miami for help with my tax returns and was pleasantly surprised. We have a small business and use QuickBooks accounting software. The owner, Mitch Helfer, CPA, figured out a way to make QuickBooks do many of the things we needed which will save us countless hours in data entry and more. … Continue reading “Emy G.”

Emy G.

Mitch Helfer and CPAMiami team always went the extra mile to help us grow our business. They are always available and proactive on suggesting better accounting practices. Their extensive use of IT resources, reduce a lot our work load in day-to-day operations. As a business manager, I would not even think in looking for another … Continue reading “Luiz Schmidt”

Luiz Schmidt

Mitch is always readily available. What more could you ask for from your accountant? Many other firms you’d probably go through many voice mails before getting a call back on a concerning matter. Fees are very reasonable and he is very easy to work with, nonetheless with a vast knowledge that you’d only receive from … Continue reading “Sandra D”

Sandra D