From civil tax audits, to protests and penalty abatements, we provide you with unwavering support and strategic representation before the IRS and state taxing authorities. We work with high-net-worth individuals, specializing in business owners and C-suite executives; those employed in the hedge fund and private equity sectors; closely held businesses; and all related advisers. We help you understand and navigate complexities, advise on potential risks and benefits, and fight for the best possible outcome.
Our team of former federal and state tax auditors has decades of collective experience representing individuals and pass-through entities before and during the process, and has handled thousands of tax controversy matters. With meticulous attention to detail, we gather and review all necessary documents to support your case. In addition, our experience and external contacts allow us to effectively collect necessary third-party records on your behalf. This includes obtaining and analyzing cell phone location details in residency and income allocation cases. We review all information to identify any additional opportunities for you to maximize, and, of course, so we can proactively defend the positions you ultimately take on your tax filings. Our services include handling all communications and audit correspondence, up to and through any appeals process, as well as negotiating resolutions on your behalf.
Over the course of the audit, we also will advise you on steps you can take moving forward related to compliance, record keeping and reducing future audit risk. Many of our clients subsequently go on to use our pre-audit tax services on an annual basis, giving you consistent peace of mind.