Comprehensive Tax Audit Support

Agent Name *

Full Name *

Phone *

Email *

What year(s) were audited? *

When did you receive notice of the audit? *

Upload notice of the audit *

Have you responded to the audit notice yet? *

Yes

No

Which company prepared the return(s) under audit? *

Have you tried contacting the original preparer? What was their response? *

Did you make any amendments after the original return was filed? *

Yes

No

Do you have supporting documents (W-2s, 1099s, receipts, etc.) for the year(s) in question? *

Yes

No

Has the IRS or state proposed a balance due? If so, how much? *

Yes

No

Are you willing to authorize me to access your IRS transcripts or speak to the IRS on your behalf (via Form 2848 or 8821)? *

Yes

No

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