Read the examination letter
Identify the tax period, issues and response instructions.
IRS help
Audit Assistance & Representation
For individuals or businesses that have received an examination letter or a request for supporting records. ASB helps identify the period, issues and documents involved. Representation is subject to confirming the responsible professional and required authorization.
Who it is for
Individuals or businesses facing an examination.
When this can help
An audit letter requests support for income, expenses or another item on a return.
Service scope
Review of the examination request, organization of supporting evidence and response preparation within the agreed engagement. Any representation is subject to professional authority and authorization.
Understanding the service
Match the examination request with supporting evidence
An examination letter identifies the matters under review and the information requested. Start with the complete notice, the return for the relevant year and documents supporting the questioned items. Organizing evidence around the request is more useful than collecting unrelated records without an explanation.
Missing documents, proposed adjustments and prior responses should be discussed openly. The work may involve reviewing records and preparing an organized response within the agreed scope. Any communication as a representative depends on the professional’s authority and the required authorization; no examination result is promised.
Our process
A defined process that is easy to follow
The exact scope depends on your situation. These steps show how we organize the work.
Build the evidence file
Match receipts, records and explanations to the requested items.
Review gaps
Discuss missing documents and prepare focused questions.
Coordinate the response
Agree on assistance and confirm any authorized representation.
A distinct approach
What to prepare for this conversation
Your records support a focused conversation without assuming the outcome.
Complete examination letter
Gather what is available and note any records you cannot locate.
Returns for the period under review
Gather what is available and note any records you cannot locate.
Requested receipts and supporting records
Gather what is available and note any records you cannot locate.
Earlier correspondence and responses
Gather what is available and note any records you cannot locate.
No outcome promises: Every matter depends on its facts, records and the agency process. Specific outcomes are not guaranteed.
Common questions
Audit Assistance & Representation questions
Should I send every document I have?+
Start with the actual request. ASB can help organize relevant records so the response is focused and understandable.
Can you guarantee that the audit ends without changes?+
No. An audit outcome depends on the facts, records and agency review.
What if I cannot find a receipt?+
Bring the request and available records. ASB can review the gap with you; do not create or alter evidence.
Need help with your situation?
Let’s discuss your records, questions and next steps.