IRS or State Audit Strategy Review
IRS or State Audit Strategy Review
An IRS or state tax audit can quickly become more complicated than it first appears. Audit notices, information document requests, proposed adjustments, interview requests, and agency deadlines can create significant risk if the taxpayer responds without first understanding the issues, the records needed, and the potential tax, penalty, and procedural consequences.
The IRS or State Audit Strategy Review is designed for individuals, businesses, fiduciaries, and advisors who are facing an IRS or state tax examination and need a focused legal assessment before responding. This package may be appropriate for income tax audits, business tax audits, employment tax audits, sales and use tax audits, residency audits, worker classification audits, state tax examinations, and other agency inquiries.
The review may include analysis of the audit notice, the tax periods involved, the issues identified by the agency, information document requests, proposed adjustments, available records, procedural posture, potential penalty exposure, and strategic considerations for responding to the examining agent or state auditor.
The goal is to help the taxpayer understand the scope of the audit, identify immediate risks, avoid unnecessary disclosures, preserve available rights, and determine whether limited assistance or full audit representation is appropriate.
This package does not include direct communications with the IRS or state tax agency, preparation of formal responses, audit defense, document production management, interviews, appeals, protests, or litigation unless separately agreed in writing. If additional representation is needed, The Karam Firm can provide a separate engagement proposal.
Includes: up to 3 attorney hours, review of one audit notice or examination issue, review of up to 50 pages of related materials, one strategy call, and a written summary identifying the audit issues, response deadlines, key risks, document considerations, and recommended next steps.
Additional work may be required for: formal audit responses, information document request responses, agency communications, audit meetings, witness or taxpayer interviews, protest letters, appeals, penalty defense, collection defense, multiple audit issues, multiple tax years, multiple entities, transcript review, substantial legal research, or review of materials beyond the package limit.
Flat-rate packages are available for defined-scope matters only. Fees may vary based on complexity, number of tax years, number of entities, urgency, document volume, and whether additional representation is required. A flat-rate package does not include court appearances, audit representation, appeals representation, litigation, or negotiations with tax agencies unless expressly stated in a written engagement agreement.
IRS or State Audit Strategy Review
An IRS or state tax audit can quickly become more complicated than it first appears. Audit notices, information document requests, proposed adjustments, interview requests, and agency deadlines can create significant risk if the taxpayer responds without first understanding the issues, the records needed, and the potential tax, penalty, and procedural consequences.
The IRS or State Audit Strategy Review is designed for individuals, businesses, fiduciaries, and advisors who are facing an IRS or state tax examination and need a focused legal assessment before responding. This package may be appropriate for income tax audits, business tax audits, employment tax audits, sales and use tax audits, residency audits, worker classification audits, state tax examinations, and other agency inquiries.
The review may include analysis of the audit notice, the tax periods involved, the issues identified by the agency, information document requests, proposed adjustments, available records, procedural posture, potential penalty exposure, and strategic considerations for responding to the examining agent or state auditor.
The goal is to help the taxpayer understand the scope of the audit, identify immediate risks, avoid unnecessary disclosures, preserve available rights, and determine whether limited assistance or full audit representation is appropriate.
This package does not include direct communications with the IRS or state tax agency, preparation of formal responses, audit defense, document production management, interviews, appeals, protests, or litigation unless separately agreed in writing. If additional representation is needed, The Karam Firm can provide a separate engagement proposal.
Includes: up to 3 attorney hours, review of one audit notice or examination issue, review of up to 50 pages of related materials, one strategy call, and a written summary identifying the audit issues, response deadlines, key risks, document considerations, and recommended next steps.
Additional work may be required for: formal audit responses, information document request responses, agency communications, audit meetings, witness or taxpayer interviews, protest letters, appeals, penalty defense, collection defense, multiple audit issues, multiple tax years, multiple entities, transcript review, substantial legal research, or review of materials beyond the package limit.
Flat-rate packages are available for defined-scope matters only. Fees may vary based on complexity, number of tax years, number of entities, urgency, document volume, and whether additional representation is required. A flat-rate package does not include court appearances, audit representation, appeals representation, litigation, or negotiations with tax agencies unless expressly stated in a written engagement agreement.