IRS Representation & Audit Defense

Service · Audit & Notice Defense

When the IRS writes, you want a former IRS Agent writing back.

Most CPAs read the IRS notice and panic with you. I spent years inside the IRS — I know which letters are routine, which ones are real, and exactly how the agent on the other end is going to evaluate your response. Representation is what I do when the stakes are highest.

Former IRS AgentForm 2848Appeals Representation
Who this is for

Built for a specific client.

This is for any taxpayer who has received an IRS letter, notice, or audit selection — or who knows back-tax exposure is sitting in their file. The earlier you bring me in, the more options stay on the table.

  • Anyone who received a CP2000, CP2501, Letter 525, 566, 915, 1058, or 3219
  • Business owners under field audit, correspondence audit, or office examination
  • Individuals with multiple years of unfiled returns or significant back-tax debt
  • High-income taxpayers flagged for §183 hobby-loss, §469 passive activity, or §280A challenges
  • Real estate professionals whose §469(c)(7) status is under exam
What’s included

Everything in the engagement.

  • Power of Attorney filing (Form 2848) — the IRS talks to me, not to you
  • Audit representation — correspondence, office, and field exams, end to end
  • Notice response and resolution — every letter answered with documentation the agent can actually close on
  • Penalty abatement requests — first-time abatement, reasonable cause, and §6651/§6662 relief
  • Installment agreements and Offers in Compromise — structured to your real ability to pay
  • Back-tax filing and catch-up — multiple years filed cleanly, with statute-of-limitations strategy
  • Appeals representation — when the auditor’s wrong, we don’t sign — we go to Appeals
Our process

Four steps. No mystery.

1

Intake and transcript pull

I get your IRS account transcripts and read what they actually have.

2

Defense strategy

We map the auditor’s likely position and build the documentation file before responding.

3

Direct representation

Every call, letter, and meeting with the IRS goes through me, not you.

4

Resolution and closure

Final closing letter, paid-in-full notice, or signed installment agreement in your file.

Typical outcome

Most representation engagements reduce the IRS’s initial assessment by 50–90%. A typical $40K notice closes for $4K–$15K once the documentation is built and the right code sections are cited.

Service FAQs · Irs Representation

Questions we get most often.

No — call now. Most deadlines can be extended with one phone call from me on day one, but only if we file the request before the original deadline expires. After that, you lose options.

The opposite. Auditors move faster when they’re dealing with a CPA who knows the procedural rules — because the case actually closes. Pro se taxpayers drag exams for months and end up with worse outcomes.

Almost never. The IRS wants the returns filed and the tax assessed — not a criminal case. We file the missing years voluntarily, often qualify for first-time penalty abatement, and structure an installment plan you can actually live with.

Ready to put this to work?

If you’ve received an IRS letter, call today — the response window is shorter than you think.

Book a Free 30-Min Call
Scroll to Top