Tax Controversy
Audit defense timeline
An IRS exam moves through IDRs, fieldwork, and a 30-day letter before appeals – each stage calls for a different posture.
Exam scope and issue map
Identify the tax years, issues, IDRs, deadlines, examiner requests, return positions, adjustments proposed, and records already provided.
Evidence reconstruction
Organize source documents, workpapers, contracts, accounting records, calculations, emails, third-party records, and advisor notes into a usable response file.
Position and response support
Coordinate factual analysis, schedules, narratives, exhibits, and return integration so responses match the taxpayer's actual support.
Representative and counsel lanes
CPAs, enrolled agents, and attorneys may represent taxpayers before the IRS in appropriate matters; privilege and legal strategy require counsel.
Resolution and cleanup
Track findings, appeals options, amended return needs, penalty exposure, state effects, and future compliance controls.
Scope and professional boundaries
This page is educational and is not tax, legal, accounting, investment, insurance, or other professional advice. Client-specific work requires written scope and review by qualified professionals. Legal representation, privilege, litigation strategy, and regulated services are provided only by properly licensed or registered counsel, affiliates, or other professionals where included in scope. IRS, state, collection, appeals, penalty, and litigation-sensitive matters require deadline control, authorization review, and appropriate representative or counsel involvement. Use public forms only for non-sensitive triage. Do not submit tax returns, notices, account statements, identification documents, privileged communications, or other sensitive records through public forms; secure portal review begins only after qualification and written scope.