Port St. Lucie IRS Audit

When Dealing with an IRS Audit, Level the Playing Field by Having Your Own CPA Auditor Attorney Handle the Situation

Being audited is usually not a pleasant experience, especially if you’re on the receiving end of an IRS audit. IRS audit can occur for several reasons, some entirely beyond your control.

Hiring a Port Saint Lucie audit lawyer who is also a licensed, experienced CPA with a strong audit background and an IRS Enrolled Agent with a keen knowledge of IRS protocols and procedures will help you properly navigate the tax audit successfully. Having an actual auditor at your side will provide tremendous assistance and guidance to get you through each step of the audit and help ensure that the IRS’s auditors adhere to acceptable audit practices.

Call our firm today for a free consultation to learn more about your rights and options following an IRS audit. Assisting clients throughout Stuart and Fort Pierce, FL. Call 772-248-0522!

What Is an IRS Audit?

The IRS tax audit is a formal review process in which the IRS analyzes your tax returns to confirm that you submit accurate information and calculate your tax liabilities in full. During the audit, the IRS will investigate your tax return, review supporting documents, and verify if your calculations are correct.

The IRS has the authority to review tax returns randomly or choose specific tax returns that they believe are problematic. Some examples of individuals who may be selected for a tax audit include those who:

Provided information that does not match the records on file with the IRS
Failed or neglected to report some of their income
Reported expenses that exceeded their income
Have a suspiciously high number of charitable contributions
Do certain business deals with others

After the audit, the IRS will determine whether your tax return was filed correctly or provide you with a list of requested changes. You can then agree to make the changes (which may mean getting a refund or paying more in taxes) or appeal the results.

When Can the IRS Perform an Audit?

Generally, the IRS has a limited amount of time in which they can perform an audit. Congress has established a statute of limitations for performing tax audits to help ensure that all supposed issues are addressed promptly and that taxpayers do not face audits of returns for which they may no longer have supporting documents or clear knowledge of (i.e., audits of taxes from decades ago).

How Does the IRS Notify You of an Audit?

IRS sends out their notice of the audit by mail. Taxpayers do not receive notification from the IRS by phone or email to notify the taxpayer of an audit review.

Where Are IRS Audits Conducted?

IRS audits are done either through the mail or done in-person meetings. IRS will make this determination based on the merits of each situation. In-person meetings are held at any of the following locations:

Your business location
IRS Agent’s office
Your residence

How Does the IRS Conduct an Audit?

The IRS can conduct an audit in the field, through mail correspondence, and at the IRS office.

During a Field Audit, the IRS agent travel to where you keep your records which could either be at your home or business.
A Correspondence Audit is when the IRS requires additional information or documents from you that need to be mailed in. This type of audit is the most common; you do not have to meet with an IRS agent physically.
During an IRS Office Audit, you have an in-person meeting with an agent at an IRS facility.

What Should You Do During an IRS Audit?

Getting an IRS audit notice may be a daunting experience; however, some activities could significantly reduce stress and make it a more straightforward process to work through.

Hiring an attorney with an audit background will help you significantly understand your rights and ensure the audit is run with greater efficiency and within a correct framework.

To help facilitate an IRS tax audit in Port Saint Lucie, you should:

Have an organized central location for your tax records.
Limit the providing information only to what is requested and only for the applicable tax year.
Ensure that all amounts listed on tax returns are supported by source information.
Have additional copies of the data for auditors.

Why Is Hiring a Multi-Licensed Tax Attorney – CPA – IRS EA the Best Option For Dealing With an IRS Audit?

Since tax audits can be very time-consuming and stressful, having a three-in-one Tax Attorney-CPA-IRS EA will help ensure all facets of the situation are adequately covered and save you time and money by:

Utilizing a seasoned Tax Preparer to address any current or potential tax return issues
Having a CPA with an audit background will ensure correct audit procedures & techniques are by all parties
Deploying specialized tax knowledge of an IRS EA to ensure proper application of tax law and methods are present
Having effective advocation of a tax attorney on your side

As a Port Saint Lucie IRS audit tax attorney- CPA – EA, William T Harmon will help you through this process. We have experience dealing with the IRS and can assist you with any tax audit.

Call our firm today for a free consultation to schedule a FREE consultation with our IRS audit attorney. Assisting clients throughout Stuart and Fort Pierce, FL. Call 772-248-0522!

Our Client Reviews

Read our tax lawyer reviews to see what customers have to say about our Harmon Tax Resolution, LLC.

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Mr. Harmon worked for me as my tax attorney helping calculate capital gains on a house sale. He did an excellent job guiding me through the complicated process. I appreciated his vast knowledge of business and law from his professional...

Bonnie S.

Will, has been my trusted tax advisor for many years. He takes the time to listen and asks many questions that have uncovered critical information allowing me to maximize my tax situation. He explains everything in terms that I can understand...

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Mr. Harmon is a gentleman who always professionally conducted himself. He is very knowledgeable and organized. I can sincerely say he is always a pleasure. He’s an excellent conversationalist and goes out of his way to give his clients the best...

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Unexpectedly, I received an IRS notice stating I had a balance of over $124,000. The IRS debt was very impactful and made me very worried that I could not sleep at night. I sought help from Will. He was able to research and identify the issue...

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I have known Will Harmon (Will), professionally for over 5 years. During that time I have found him to deliver the highest quality of service and advice with regard to my business and personal finances. He has been equally adept at identifying...

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I interviewed 4 CPAs/ Attorneys before I decided to go with Will. I have nothing but positive things to say about him. He was completely thorough when preparing my 2021 tax returns. And he communicated with me through text, email and the phone...

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Will successfully took care of a stressful IRS tax issue for me. He was able to negotiate a favorable deal. He thoroughly reviewed my situation and explained everything well. It worked out as planned. We had to go through some hurdles, but I...

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William is the consummate professional. He is a very knowledgeable tax professional. His unique background as both an attorney and CPA along with having worked inhouse accounting he can fully understand your situation and what will work best...

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I had a pressing IRS issue that I could not resolve with the IRS. I employed tax attorney CPA Will Harmon to fix this. He immediately addressed the issue with the IRS and another 3rd party, so I did not have to, allowing me to focus on other...

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William Harmon provided a lot of clarity in my consultation with him. After I submitted my tax information (and went through questions to clarify details about it), he expeditiously created the forms necessary to submit, and presented them...

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Mr. Harmon is a gentleman always conducted himself in a professional manner. He is very knowledgeable and organized. I can sincerely say he is always a pleasure. He’s an excellent conversationalist and goes out of his way to give his clients the...

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Absolute pleasure to deal with! IRS came down on me for something i didn't even do. Will took on the task and knocked it out faster than i imagined. Absolutely pleased! Definitely recommend using him for your needs!

Greg S.

Mr Harmon prepared our return and gave us much information to prepare for next year. We appreciated his expertise and experience.

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Attorney Will Harmon provided excellent, trusted representation for me across several issues. There were facets of my situation that required a combination of skillsets, which Will happens to have. In addition to being an attorney, he is also a...

Jason M.

I knew working with him one time he was going to be my go to tax attorney. My experience has been great. He was prompt ,easy going and for my best interest. When I came late in the game just days from deadline he got me in, when I reached out he...

Jennifer

Will is an excellent CPA/Tax Attorney. He handled our IRS issues quickly and with the utmost communication. He kindly and patiently weighed our options and is very informative about every step of the process. It’s not everyday you get someone...

Miles G.

Harmon Tax Resolution goes above and beyond to address IRS tax issues. Very professional and solution oriented. The results were advantageous. The attorney cpa ,Will, was available whenever I needed additional information. I highly recommend...

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I put my trust in him and I so happy I did. He was great about keeping me informed and did what he said he was going to do. I will recommend Harmon Tax services to any one that need it. Plus I will always use him if I ever need him again. Great...

Paul F.