We represent clients from all U.S. and International locations regarding Federal Tax and California Issues.
Unless advised otherwise by your counsel, do not provide copies of prior or subsequent years tax returns to the auditor. Moreover, you may be better off not bringing to an audit documentation pertaining to any other year not currently under audit or specifically referenced in the taxing authority’s document request list.
If you feel you are not being treated properly or fairly by an agent and start to become agitated, you must remain in control of your emotions, remain respectful and continue to treat them cordially. It is your counsel’s job to intervene on your behalf and ask to speak to the auditor’s manager if he / she thinks the auditor is treating you unfairly or with a lack of respect. If the subject of tax fraud comes up during an audit, your counsel may advise you to evoke your 5th amendment privilege against self incrimination in which case you should remain silent and speak only when and where your counsel advises you to.
Contact my office to schedule your reduced rate initial consultation to learn how I can assist with your individual tax law concerns.