The Tax Experts

We Advise. You Collect.
  • Free Cash Margins Are Up and Stabilized

    A margin account is a type of investment account that allows you to borrow money to purchase additional investments, such as stocks.

  • How are Retired Italian Men Like Us EPM-ers?

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  • Intelligent People but Stupid Choices – Try Using Analytics

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  • IT Financial Management: What vs. How

    You're the lynchpin between technology decision makers and corporate finance. Your dedication to good financial stewardship helps IT make the most of its budget dollars. But it's not easy, and you can never devote enough to the parts of your job where you provide the most value, because the day-to-day minutiae gets in the way.

  • Leveraging Existing ERP Technology: A Hybrid Approach to Indirect Tax Compliance

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  • Protection Plus

     

    How it works

    Bring the IRS tax audit letter and the tax return in question to a Tax Experts® office. A qualified Tax Experts® Tax Professional will help you through the audit process to resolve the issue. We can handle everything from simply submitting missing tax documents to representing you in front of an IRS examiner. Let us do the work for you.

    IRS Tax Audit Protection

    If you are a Protection Plus customer, we'll help you understand the position taken by the IRS or other taxing authority and assist you in preparing an audit response.

    We can also help you if you did not have your tax return completed by the Tax Experts®. Please call your local office for a current fee schedule.

    We'll help with your IRS tax audit by:

    • Reviewing the tax authority notice or inquiry and explain what it means

    • Researching issues involved

    • Assisting you in assembling documents and records for the tax audit

    • Reviewing the tax audit findings and explaining them to you

    • Explaining the appeal process and other options available to you in the event you disagree with the tax authority's findings

    Tax Audit Protection

    Protection Plus takes IRS tax audit help to the next level, where we provide one of our highly trained Enrolled Agents to represent and communicate with the taxing authority on your behalf in an audit proceeding.

    Enrolled Agents are Tax Professionals who have demonstrated special competence in tax matters and can represent taxpayers before the IRS (qualified through the procedure outlined in IRS Circular 230).

    IRS Tax Audit Representation includes all services from Protection Plus, including:

    • Communicating directly with the tax authority on your behalf

    • Answering questions for the taxing authority about the preparation of your tax return

    • Acting on and asserting arguments on your behalf

    • Challenging the tax authority's position, if necessary

    • Following up regarding any outstanding issues or further documentation that has been requested

    • Researching any issues that may come up during the IRS tax audit

    • Meeting again with the tax authority to resolve any further issues

    • Negotiating and settling claims with the tax authority

    • Assisting with the appeals process

    A Letter of Engagement is required for all Protection Plus program support. Protection Plus support constitutes tax advice only. Consult your own attorney for legal advice. Additional fees and conditions apply. Power of Attorney required for Audit Representation Services. At participating offices.

  • Risk Chat: All Data is Not Created Equal

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  • The CFO's Growing Role in Cyber Security

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  • The Technology Tipping Point

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  • Why Hiring Managers Are Sweetening the Pot

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