Examinations

 

We routinely handle Internal Revenue Service examinations at the revenue agent level, either directly or behind the scenes as an adjunct to our client’s tax compliance department or outside accounting firm.  Even if we are not directly involved in an examination, we can provide behind-the-scenes advice, such as identifying significant audit issues, developing key audit strategies, providing legal arguments to rebut issues raised during the examination, providing advice for information document requests and summons, establishing procedures to identify and protect privileged documents, and establishing appropriate document retention procedures to preserve evidence.  If a client receives a notice of proposed assessment, also referred to as a 30-day letter, available options may include fast track settlement of an audit issue or an administrative appeal to the Internal Revenue Service Appeals Division.