The firm represents taxpayers against the Internal Revenue Service and state and local tax authorities, such as the Texas Comptroller. The firm assists clients with preparing for and managing audits, and once an assessment has made, challenging such assessments through the appropriate channels. The firm also is experienced with voluntary disclosures, document retention policies, compliance procedures, and other issues that can help prevent or minimize audit assessments. Although located in Dallas, Texas, the firm is experienced with handling audits throughout the United States.
- Challenge IRS audits against individual and corporate taxpayers
- Draft protest letters, petitions for redetermination, and other similar documents to challenge audit assessments
- Identify refund opportunities to mitigate audit assessments
- Execute voluntary disclosure agreements
- Manage communications between auditors and taxpayers
- Challenge state assertions of nexus against taxpayers
- Minimize audit assessments by attacking auditor’s sampling processes and/or legal basis for asserting tax
- Abate penalties and interest
- Negotiate settlements with taxing authorities
- Prepare taxpayers for the next audit cycle to minimize future tax exposure