John Dillard is an author and Certified Public Accountant. To See how he takes Christ along with him to work visit www.HisCPA.com
August 20th, 2009 07:50 AM ET
  • text size AAA

IRS Audits: How to use a CPA During the IRS Appeals Process

IRS Audits: How to use a CPA During the IRS Appeals Process

Finding an Tax Advocate/a CPA who is well versed in tax issues is your best offense to ensuring that you pay only your lowest legal possible tax. Retaining a wise CPA who has a track record of success is essential to being sure to only pay what you owe. Also, being careful not to listen to the counsel of others such as bankers, mortgage lenders, friends, workers or associates who are not CPA's is a critical component of successful IRS dealings. There are many misnomers, erroneous beliefs, and rumors about how the IRS works and processes information. Your ability to steer clear of those who would lead you astray from the truth and a CPA who could otherwise do much to help protect our rights, continue your business and to maintain your household, as well as your sanity.

Frequently when addressing an IRS audit we find that we are dealing with many issues concurrently such as back taxes, amending corporate and personal returns, and prospective advice to ensure that any past failures are not repeated. Many taxpayers whom I have represented in the Metro Atlanta area have been good teachable and coachable clients who were able to listen to wise counsel, tax law and to apply their tenants successfully. Below is a sample letter a taxpayer might use when undergoing an audit to deal with back taxes, difficult issue and to appeal the tax case to the IRS Appeals Office:

Internal Revenue Service
Small Business and Self-Employed
2888 Woodcock Blvd.
Atlanta, GA 30341

Dear Sir/Madam

Per your letter it appears that you had not yet my correspondence of the same date.

My client and I do not agree with substantially all of the proposed changes you have listed and I am requesting a conference with an appeals officer so that we might provide all required information.

I appreciate your attention to this matter and I am committed to ensuring that you get all the documentation that the IRS receives all of the information needed to close their file.

Very Sincerely Yours,
John C. Dillard, CPA
President

Taxpayer Advocate Office
Internal Revenue Service

To learn more about addressing IRS Tax Issues and Back Tax Returns visit http://www.hiscpa.com/working-with-the-irs.html
Award Winning Atlanta CPA John Dillard is an Christian Speaker/Author and Certified Public Accountant. To See how he takes Christ along with him to work visit http://www.hiscpa.com/ and for his latest book Overcoming Life's 9/11's: Job's Journey and a Voice of One: Nehemiah's Prayer visit http://www.john-dillard.com/ or call John Dillard CPA today at 770.814.9304 (All Rights Reserved) Dare to Attempt Something so Great for the Kingdom of God that it is doomed to failure, lest Christ be in it!  

Advertisement
About this blog
John Dillard, an author and Certified Public Accountant, serves HIM by serving you with his expertise in this blog... one tax return at a time!
Array ( )