Tax Audit Representation
TAX AUDIT REPRESENTATION fees are hourly based, subject to a $2,160 prepaid, non-refundable, Minimum Fee Retainer PER INCOME TAX YEAR UNDER AUDIT, and do not include any subsequent Appeals or Tax Court Hearings or related filings. Tax Audits are increasingly being conducted by correspondence (those more often than not end up in Appeals), sometimes at the IRS’ office locally, but more often are held in our office if the return involves a business.
NOTE: If you undertake the Audit yourself or our office did not prepare the original return and subsequently turn it over to us for Reconsideration (a Re-do by a different Audit Group) or Appeals, the Minimum Fee Retainer will be $2,825 PER TAX YEAR UNDER AUDIT. If the Audit scope or complexity increase and more time is needed to be devoted than is covered by the above Retainer, you will be asked to provide additional funds.
Tax Audit Appeals
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service. TAX AUDIT APPEALS (or Collections) fees are hourly based, subject to a non-refundable, $600 prepaid, Minimum Fee Retainer per Income Tax Year, if we handled the underlying Audit. If we are taking over from someone else the Minimum Retainer will be $1800.
Tax Representation
TAX REPRESENTATION (Outside of Income Tax Audit), such as Reviewing and Responding to an IRS CP-2000 “Notice of Proposed Assessment” (based on omissions on your tax return), or other tax agency matters (EDD, FTB, BOE, or other) that require written replies or telephone resolution are subject to a $125 non-refundable Minimum Fee Retainer — avoid this fee by reporting ALL your income in the original return!
Third Party Written Communications
THIRD PARTY WRITTEN COMMUNICATIONS, such as standardized Lender Letters (often required for some refinancing), are subject to a fee of $60 (plus $5 transmission fee) and their content will contain language that protects our firm from lender lawsuits if your loan goes bad.
SECRETARY OF STATE ANNUAL FILINGS, such as Statement of information require a Filing Fee of $25 payable to the Secretary of State and a processing Fee for our service of $25.