IRS Audit Representation

Get organized around the questions being asked.

The first step is understanding the scope of the audit. Nikol can help you review the request, gather supporting records, and discuss communications with the IRS once the appropriate authorization is in place.

• Reviewing audit notices and response dates
• Identifying the returns and items under examination
• Organizing documents that support your return
• Preparing information and responses for the audit
• Communicating with the IRS within the agreed representation scope
• Reviewing proposed findings and discussing next steps

What happens after you reach out?

1. 01

   Review the audit notice

   Share the notice date, tax year, and any response deadline. Nikol will discuss the request and explain how to provide the notice and related returns.

2. 02

   Prepare the records and authorization

   Agree on the scope of representation and complete the necessary authorization. Gather supporting records and work through any missing information.

3. 03

   Respond and review developments

   Nikol will help address the agreed audit matters and explain follow-up requests or proposed findings. Discuss what needs your review as the matter progresses.

What should you have ready?

Start with the records you have. Nikol can help identify any additional information needed for your business.

• The complete audit notice and any related correspondence
• Copies of the tax returns being examined
• Income documents and records supporting the items in question
• Relevant receipts, statements, and business records
• Copies of responses or documents already sent to the IRS

Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial records.