Audits

Our Representation

The IRS audits between one and two percent of all returns that are filed each year. The California Franchise Tax Board (FTB), Employment Development Department (EDD) and State Board of Equalization (BOE) each audit many more returns, often on specific issues. Our firm represents clients in all kinds of income tax audits with the IRS and FTB, from simple substantiation cases to complex multi-national or multi-state examinations. We also handle payroll tax audits with the IRS and EDD, sales tax audits with the BOE and gift and estate tax audits with the IRS. Our approach is to resolve each audit as quickly as possible. To do this we get the auditor to focus on appropriate issues, provide the necessary information and resolve the case within the normal statute of limitations, without extension.

Our Experience

Every member of our firm has extensive experience with audits. Gary is a former IRS auditor. Steve, Lydia and Carol gave advice to auditors as attorneys representing the IRS. In addition to their government careers, Steve, Gary, Lydia and Steven have more than 100 years of combined experience representing clients in audits before the IRS, FTB, EDD and BOE. This wealth of experience allows us to efficiently and effectively resolve most cases at the audit level.

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