Audits

 

Type of Dispute

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. Audit issues range from substantiation of deductions to reconstruction of income to complex multi-national or multi-state examinations. Other types of audits include payroll tax audits with the IRS and EDD, sales tax audits with the BOE and gift and estate tax audits with the IRS. It is best to resolve each audit as quickly as possible. The key to a successful resolution is to 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.  Elana was formerly an IRS auditor. Jim assisted in audits in his role as an IRS collection advisor. Steve and Carol gave advice to auditors as attorneys representing the IRS.  Lydia worked closely with IRS Exam in her role as a trial attorney for the U.S. Department of Justice in refund and bankruptcy matters.  In addition to their government careers, Steve, Lydia and Elana  have more than 50 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.