Tax Audit Support
When the IRS or state sends an audit notice, you need someone who knows what they're looking for and how to respond. We handle the document preparation, correspondence, and walk you through the entire process.
What This Involves
An audit notice from the IRS or state of Florida means someone is asking you to prove that what you reported on your tax return is accurate. That means gathering documentation, organizing it in a way that directly answers the questions being asked, and responding within a specific timeline. Most small business owners have never been through this before and are not sure where to start.
We step in and manage the process from the moment you receive the notice. We review what the taxing authority is requesting, identify what documentation you need, prepare the response, and guide you through each step so nothing gets missed or submitted incorrectly.
Document Preparation
Document Preparation
We review the audit notice and determine exactly what records are needed. Then we work with you to pull receipts, bank statements, contracts, invoices, and any other supporting documents. Everything gets organized and presented in a way that directly addresses what the auditor is looking for.
Response and Communication
Response and Communication
We draft the written responses to IRS or state correspondence on your behalf. Every response is reviewed to make sure it is accurate, complete, and submitted before the deadline. You are not guessing about what to say or how to say it.
Why This Matters
The natural reaction to an audit notice is to panic. Then to procrastinate. Then to scramble at the last minute to pull together whatever you can find. This is exactly how small business owners end up owing more than they should. Not because they did anything wrong, but because they responded poorly or missed the deadline altogether.
Auditors follow a structured process. They have a checklist of items they want to verify, and they expect responses in a specific format and timeframe. If your response is disorganized, incomplete, or late, the outcome tilts against you. Having someone who understands how audits work and what the examiner is actually looking for makes a real difference in how this plays out.
The Recordkeeping Gap
The Recordkeeping Gap
Many small business owners in construction, home services, and other trades-heavy industries operate fast and don’t always keep perfect records throughout the year. That is understandable. But when an auditor asks for proof of a deduction from two years ago and you can’t find the receipt, they disallow it. We help you reconstruct what’s available and present the strongest case possible with whatever documentation exists.
The Cost of Going It Alone
The Cost of Going It Alone
Trying to handle an audit yourself often means saying too much, providing information that wasn’t requested, or missing something that was. Each of those mistakes can expand the scope of the audit or result in larger adjustments. Having a CPA involved keeps the process focused on what was actually asked and prevents unnecessary exposure.
What You Get
You get a CPA with over 20 years of experience reviewing your situation and managing the audit process with you. We have worked with small businesses across many industries, from contractors and real estate professionals to medical practices and nonprofits. We understand what common audit triggers look like and how to respond to them properly.
You also get clarity. Instead of sitting with an unopened envelope wondering what happens next, you have a plan. You know what needs to happen, when it needs to happen, and someone is handling the details so you can keep running your business.
A Structured Process
A Structured Process
We break the audit into clear steps. Review the notice, identify what’s needed, gather and organize documentation, draft the response, and submit it on time. You always know where things stand and what comes next. There are no surprises because we stay ahead of every deadline.
A Better Foundation Going Forward
A Better Foundation Going Forward
After the audit is resolved, we can help you tighten up the areas that caused problems in the first place. Whether that means better recordkeeping practices, more organized expense tracking, or ongoing bookkeeping support, we make sure you are in a stronger position if you ever get another notice.
Tampa Bay's Small Business CPA Firm
First Step:
A Short Conversation
Tell us about your business and where you need support. We'll walk through your situation, answer your questions, and give you a clear quote.
