Keeping It Simple Helps

Written by: Jonathan Crosby, EA

In August, I was assigned a case that was different from any other case I have ever worked. It was challenging in the way a serious jigsaw puzzling is challenging, and it required the same type of patience and commitment.

The IRS had sent out a soft notice in July asking our member for clarification of $626,842 in retirement distributions from 2012 that they couldn’t account for. After a review of the return I could understand their confusion. It turned out that the taxpayer’s son had been moving his mother’s retirement funds around in an effort to maximize the returns. The records showed $6,880,800 in distributions. The majority of the funds were re-characterized, and only $609,047 had been reported as income.

On further investigation and questioning, I learned that when the son prepared his mother’s return he had consolidated some of the thirty-seven transactions because the software program could only handle up to thirty transactions. The other issue that added to the challenge was that four of the re-characterized transactions had taken place in 2013 − within the required one year time frame − however, the IRS wasn’t able to connect the dots just by looking at the taxpayer’s 2012 return.

My first course of action was to understand, recreate, and validate what the son had done while preparing the return. I pulled the taxpayer’s transcript, which included seventy-two pages of transactions and multitudes of Form 1099-R Forms representing the distributions. The codes in box seven of the form were varied as well, from the common to the rarely seen:

  • Code 2 − Early Distribution Exception Applies
  • Code 7 − Normal Distribution
  • Code N − Re-characterizations IRA Contribution made for TY2012 and Re-characterized TY2012
  • Code T − Roth Distribution, Exception Applies
  • Code R − Re-characterizations IRA Contribution made for TY2012 and Re-characterized TY2013
  • Code Q − Qualified Roth IRA Distribution

After sorting through the various transactions I was able to paint a picture of what had transpired and connect the dots. But I still needed to recreate exactly what the taxpayer’s son had done in Turbo Tax.

Meanwhile, the taxpayer received a second notice showing an amount due of $74,931, which included penalties and interest. I knew the taxpayer didn’t owe this, I just needed to be able to explain what had happened in a manner that whoever reviewed the document s could understand.

Almost three months after my letter went out to the IRS, we received a response stating that the taxpayer owed the same amount listed on the original notice. Based on the reviewer’s notes, it was apparent that he or she didn’t understand what was in the response package. Not to be deterred, I got on the phone with an IRS Representative and went through the material I had sent, page by page. When we were finished he understood the situation and agreed to make the changes I requested.

The taxpayer received a “no change” notice in January, which means she owes the IRS nothing. Needless to say, both the taxpayer and her son are extremely relieved by the outcome and grateful for our service. And I am looking forward to my next puzzle. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

My audit representative did an outstanding job handling my case. He was available when I needed to talk with him and very professional in how he handle our questions/concerns with this issue. He made what could have been a real bad experience a whole lot more pleasant and enjoyable if you can consider a tax audit enjoyable. Job Well Done!!

Wayne, Commerce Township, MI


My audit representative was great! He eased my anxieties and kept me informed throughout the process. I am very happy that I chose to purchase Audit Defense through Turbo Tax!

Amy, Reseda, CA


I am so glad that I had this service. I will always select it in the future.

Maria, San Leandro, CA


I am thankful for the professional, courteous, supportive handling of this audit.

Ronald, Minneapolis, MN


I decided to use Tax Audit because it was offered through Turbo Tax. I had no idea I would be audited, but my audit representative did a fantastic job and I will definitely be signing up for your protection for my future returns.

Stephen, Charlotte, NC


I don’t normally provide perfect reviews but in this case it is well deserved. The entire tax audit team provided prompt and professional service throughout the audit process. It turned a frightening experience into an easy one. I’ve subscribed since 2002 and definitely recommend your service to others!

Louis, White Plains, MD


I was panicked when I received the notice. From my first conversation with the coordinator I was calmer than I thought I could be. I was VERY grateful to have the audit support. My audit representative knew what to do, what to say to help me understand the process. Thank you.

Janet, Tucson, AZ


I was very worried at the beginning that my tax assessment will be a big headache but the made it easy for me all the way. It was an excellent experience that I would not hesitate to recommend to all my friends.

Antero, Norwalk, CA


It was worth Way More than what I paid for the service. I am very pleased.

Michael, Santa Rosa, CA


The peace of mind, having the audit handled for us is worth purchasing every year. All the information requests were clear and easy to upload. Having the IRS visit done by a professional had a better outcome than we may have had trying it on our own.

Peter, Glen Ellen, CA


We are so thankful for TaxAudit. Our audit representative is an excellent professional who walked us through the process with ease. She was extremely attentive to detail and guided us diligently. She is consistent yet not cold, and very well focused on the target issues. We wouldn’t know what to do without her help. We commend her highly with confidence to represent anyone who’s faced with a tax audit. Please continue your excellent service.

Maria, Winston Salem, NC

Truck Driving Man

Written by: Chuck Long, EA

Often when assigned new cases, we find members who have made what initially appear to be insignificant errors and end up owing substantial amounts of tax. These errors are sometimes due to procrastination, misstatement, or incomplete understanding of the tax law, and the amounts owed can be staggering.

Our member was a truck driver who worked for a trucking company whose compensation payments were arranged by a third party. The drivers were issued debit cards which could be used to pay their “over the road expenses” (i.e. fuel, maintenance, scales, towing, etc.). The cards were refilled by the company with the drivers’ compensation and were used in lieu of a paycheck. Also subtracted from the debit card and the drivers’ gross compensation were the lease payments for the truck tractors. With this system the drivers do not have to carry cash and the record keeping for their income and expenses are all reported on one statement.

The system seemed like a great idea until the member decided to assign his tractor lease to another truck driver. Due to litigation the assignee was involved in, the member was unable transfer the vehicle into his name. The member agreed to allow the assignee to drive the truck without transferring the lease or getting the debit card for the vehicle switched to the new driver’s Social Security Number.

The member procrastinated, and even after the new driver’s legal problems were settled the lease was never assigned and the debit card never transferred. The result of this was that the member received a 1099-MISC showing $49,646 of additional income that had been paid to the new driver. The member did not issue a 1099-MISC to the new driver and received an IRS notice stating that he owed $17,775 of additional tax and interest, including a “Substantial Understatement” penalty. The member was surprised by the additional tax and didn’t recall receiving the additional 1099-MISC form.

The member contacted the new driver, who was forthright about the amount being his income. But a year and a half after the fact seemed to be too late for the member to report the income and issue a belated 1099-MISC. The member contacted the debit card company that had issued the 1099-MISC, and while they promised to research the matter they said it would be several weeks before they could trace the income and determine to whom the credits had been issued.

After discussing this case with my colleagues, we decided the best way to proceed would be to respond to the notice by explaining the circumstances. This would hopefully by time so the debit card company could complete its investigation. Meanwhile, sending a response to the IRS would make it less likely that they would close the case.

Due to the member’s occupation as a long haul trucker, it was difficult at times to keep him focused on getting the necessary documents together and staying in touch with the debit card company to make sure they completed their investigation. Fortunately, the member was tenacious enough that we were able to get the necessary documentation and respond to the notice.

While I never heard whether the debit card company ever finished its investigation, the point became moot when we received the notice from the IRS changing the amount owed from $17,775 to a refund due of $237. Our member was thrilled that our joint efforts had garnered such a favorable outcome. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

My audit representative was very calm and reassuring which kept me from panicking. I was very comfortable leaving this matter in her capable hands. I am extremely grateful for her expertise and professionalism.

Gail, South Boston, MA


Being audited for the first time and dealing with the IRS was a scary experience. My audit representative provided us with the templates and expert advice and experience to create professional quality reports needed for the audit. Thank you so much for the assistance. Look forward to working with TaxAudit.Com if we ever need more assistance.

Michael, Tuttle, OK


My audit representative saved the day, and saved me over $20k. He was extraordinarily professional and courteous despite my blatant ignorance of tax forms. My taxes were complicated and his analysis of all the tax filings determined my mistake and led him to a solution; further, he explained this solution very simply and thoroughly line by line on the forms. He was always kind enough to help me understand each change and never made me feel inferior for my mistakes. He was persistent with the IRS about changes that he had to explain to them several times. Ultimately, the IRS owes me $189 after all of this – I couldn’t have asked for a better and more smooth outcome. I will be a customer for life and will be telling all my friends whenever the IRS comes up in discussion. Thank you!

Bradley, Tucson, AZ


I was pleasantly surprised with the level of attention and the quality response that I received. Excellent value. It is not something that I have frequently experienced when dealing with other service providers in any field. Thank You.

Edwin, Tampa, FL


I’m very satisfied with the audit defense. My audit representative was very professional, helped me understand the whole process, and was very polite. He is a very valuable person, I am very satisfied with his work, and will recommend Tax Audit to my friends.

Luis, Port Saint Lucie, FL


I’m very thankful that I chose TaxAudit. I couldn’t imagine going through an IRS audit without such professional representation.

Paul, Christiansburg, VA


This experience has surpassed my expectations. Everyone I dealt with was so professional. I was kept informed throughout the entire process, and the tax representative was amazing. He is the best. Overall, I was completely satisfied.

Annette, Cumming, GA


Worth every penny. I have used this service every time I use TurboTax!

Francois-Michel, Washington, DC


Your service was fast, effective, and absolutely professional in all respects. Any concerns we had after being contacted by the IRS were dissipated immediately after our initial contact with TaxAudit. Thank you!!!

Theodore, Claymont, DE

Stupid Criminal Tricks

Written by: Carolyn Richardson, EA

Most clients find out they have been the victim of return identity theft when they receive a notice from the IRS or a charge from a credit card company, but in a recent case one client found out he’d been the victim of identity theft when he got a check – a check that was supposed to go to the ID thief.

Our member filed his return for 2012 in a timely manner and asked that the IRS debit his bank account for balance due. A few weeks later, he received a check in the mail for about $7,500 from TurboTax’s third party processor with the explanation that they could not deposit it directly to his account as asked. The member had never heard of the processor and thought the check was some sort of scam so he just held on to it. In September he realized the IRS had never removed his balance due from his account, so he called TurboTax for an explanation. That’s when he found out that the return transmitted by TurboTax to the IRS wasn’t the one he had prepared and thought he’d filed. Fortunately, he had audit defense so he called us to ask what he should do now that his own return was officially late.

The IRS instructed us to have the member return the check back to TurboTax and have TurboTax write a new check to the IRS noting the taxpayers name, SSN and tax year on it, and to mail in a filed return with the payment due. The member mailed us a signed return with a check for the correct balance due, and we mailed it in with a letter explaining what had happened, along with a copy of the check from TurboTax. We requested that the IRS flag the taxpayer’s account for ID theft, process the mailed return and payment, and apply the TurboTax check back to the taxpayer’s account to wipe out the refund.

From there, things went downhill. The IRS received both checks and the tax return, and the checks were cashed. But they did not apply the TurboTax return to the taxpayer’s account, despite the fact that the name and SSN were on the check memo. The IRS reversed the fraudulent taxes and withholding and assessed the correct taxes and withholding and payments, which left the taxpayer’s account with a balance due in the amount of the ID thief’s refund amount.

In February, the IRS started issuing erroneous refund notices to the taxpayer, demanding repayment, which we replied to twice showing that the TurboTax check had cleared the Fresno service center the previous October. Calls to the practitioner priority line were fruitless, as they said that the ID theft unit had the case and would eventually get the payments sorted out. In the meantime, the member also started receiving scam phone calls from someone pretending to be the IRS, which we told him to ignore. When the IRS issued a notice of intent to levy – despite our being told just three weeks previously that the account was frozen – we called again. This time practitioner priority was able to see that the check was in a temporary account for some reason, and they referred us over to the ID theft unit directly. The ID theft unit couldn’t see the temporary account, but agreed to put a “hard trace” on the TurboTax check to find the payment.

Approximately a month later, practitioner priority confirmed that they had found the check and applied it to the taxpayer’s account. There was still a small balance due because of processing fees TurboTax had not returned to the IRS, but the taxpayer paid those immediately and TurboTax refunded that amount to him. It only took a year plus one month to clear up the problem, caused by the taxpayer being honest and wanting to return the fraudulent check to the IRS. Thus proving that no good deed goes unpunished. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

As painful and soul searching as it is when you receive an audit notification, the audit itself went smoothly with the help of

Alicia, Santa Ana, CA


Excellent and well worth the annual fee from Turbo Tax. Managed the process, kept us on track and provided helpful advice. We had never experience an audit and were very nervous but our audit representative took away all the stress and fear.

Jay, Manhattan Beach, CA


I am so glad that I decided to purchase TaxAudit protection when I filed my return. Even though I had never been audited, and was sure there was no reason I would be – sure enough it happened. The service and support from TaxAudit was excellent. One of the best decisions I ever made. Thanks!

Clinton, Cary, NC


I must admit when contacted by the IRS I was a little nervous, but when I contacted Tax Audit I immediately felt I could relax. My coordinator and representative made it very easy by thoroughly explaining each step I must do. I’m not a real wizard on the computer but my audit representative was so patient with me, and put me at ease with her kindness and keeping me informed of each step that was coming. On the first submission the IRS came back with me owing around $1,100 and I was all set to send in a check but my audit representative said that wasn’t acceptable. She gave me a couple of suggestions and resubmitted the claim to which a no change to the original tax return came through, which saved me that $1,100 dollars.

Janet, Kalamazoo, MI


I received IRS notice stating I need to pay $9000 regarding retirement income reported in K1 and few other misc items. I was scared and without tax audit’s help I’d have just paid that amount. With timely, courteous, and professional help and knowing they are there to support I got that erased and instead filed an amendment resulting in $7887 refund to me. I can’t imaging filing my taxes without purchasing TaxAudit in future.

Neha, Fremont, CA


My audit representative was extremely helpful and responsive throughout the process. My experience was very favorable, and I intend to share this with others and include Tax Audit support on future returns.

Kevin, Mulberry, FL


My 2010 taxes were audited by the IRS, who claimed my monthly retirement checks was income from being self-employed. It took me 18 months to resolve the issue alone, and without a clear-cut disposition. Then in September 2014, the same issue arose again on my 2012 tax return. This time I called on the experts at for help, who acted on my behalf without me dealing face-to-face with the IRS. In early December I received a written notice from the IRS stating,”… the information you provided resolved the tax issue in question and that our inquiry is now CLOSED (emphasis added by me). Amount due: $0.00.” I am grateful to the team for the efficient and professional manner in which they removed the tremendous potentially financial and emotional burden that my wife and I were carrying. Thanks, team!

Lawrence, Reedville, VA


No one likes an audit, but I really felt my needs were well taken care of. My audit representative did a great job of guiding me through step by step. I was informed throughout the whole process, and was very satisfied with the services provided.

David, Grand Junction, CO


Not only did my audit representative help us resolve with a favorable finding, he was able to reduce our monetary load by convincing the agent to eliminate penalties. And he made suggestion for future accounting and filing procedures to reduce potential issues.

Gene, Custer, SD


This has been a great experience. Their professionalism and competence made this experience extremely easy to handle. My most sincere thanks to them and to TaxAudit, I will continue to sign-up for your audit protection on all my future filings!

Daniel, Southern Pines, NC

Hard Act to Follow

Written by: Jonathan Crosby, EA

I received a new case in July. It was your typical Letter 566 exam questioning the member’s Employee Business Expenses. I did a quick review of the return and learned that the member had reported ten W2’s for income of $5,338, which seemed quite low compared to the $20,098 that he’d reported as unreimbursed employee expenses on his Form 2106. I knew this was going to be an interesting story.

During the initial call I discovered that the member was retired and trying to break into acting. He explained how he had to go to all these auditions, 21,635 vehicle miles worth, while also incurring additional expenses such as office supplies, pictures, dues etc. He also told me that most of the expenses listed on the return were estimated, and there were no receipts. Any receipts that he did have had been lost in a flood. As we discussed his ten various acting jobs, some of which didn’t pay more than $46, I began to formulate a strategy. Based on the member’s income level, I knew he wouldn’t qualify for the “starving artist deduction,” which allows for an above the line deduction for “certain business expenses of performing artists.” In fact, these expenses were not actually unreimbursed employee expenses associated with any of the ten various employers, but rather job search expenses associated with the procurement of those 10 acting gigs.

I immediately got the member to start recreating his mileage log, obtaining third party verification, and digging up any receipts he could find to validate some of his expenses. I also asked him to put together a statement attesting to the loss of records with any specifics he could provide about the flood. Weekly phone calls to keep up the momentum finally paid off when on September 15, 2014, I was able to send out the response, and then again on November 10, 2014, when the IRS sent the letter 3581 announcing that they did not make any changes to the tax reported on the original return. We won the case, and the member was thrilled. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

“Very satisfied” doesn’t say half of the gratitude I feel toward The IRS made a mistake, and I was freaked out. Your people were solid and professional, and once I knew my IRS problems were in good hands I calmed down and got on with my life. The resolution was in my favor. I have engaged an accountant now, but I will still engage TaxAudit just in case! Thank you so much for everything.

Janice, Westlake, OH


My audit representative and her team made the process as easy and pleasant as could be. Learning that one is being audited is very stressful no matter how confident one is about the filing process. My audit representative was professional, courteous and friendly throughout the prolonged (on the IRS side) process. Her confidence was contagious! I hope that I will not need your assistance in the future but if I am I hope that my audit representative will be there to assist me. I am so glad I purchased Audit Defense and will continue to do so in the future. Thank you all. Happy Thanksgiving!

Shepard, Branford, CT


My audit representative provided timely status updates and was patient in explaining process for providing the additional records I needed. This was a great service when any dreaded IRS notice arrives.

Clarence, Las Vegas, NV


Anyone that receives a letter from the IRS can probably identify with the feeling of dread I felt. I had never received one before. I reached out to Tax Audit and they took care of me every step of the way. The process was smooth, understandable and thorough. I have had the service for years and will continue to use Tax Audit. It put my mind at ease and helped me deal with what could have been a serious situation! Go Tax Audit!!

Andrew, Liberty, SC


Having an audit can be a daunting task. However, with the support of TaxAudit, the process went smoothly and was resolved quickly. Best of all I owed no taxes!

Bill, New Braunfels, TX


I am very pleased with the services of Audit Defense. I have enrolled for about 5 years, and this is the first time I have needed their services. After receiving IRS notice in the mail that I owed money from tax return filed over two years ago, I was distraught. Then, I recalled I had signed up for Audit Defense and contacted them immediately. They walked me through documents they would need, and once I provided, they took it from there, and within a little over a week, they figured out stock sales had not been reported to the IRS properly by my banking institution, and in the end, I should be getting a small refund, vice paying several thousand dollars more to the IRS. I am 100% satisfied with Audit Defense, and this one incident sold me on protecting myself in the future with their services.

Jack, Southern Pines, NC


I would give the service I received a 5 star rating.

Daniel, Opa Locka, FL


You have made this experience bearable and less stressful. Don’t know what I would have done without your assistance. Exceptional professionalism and customer service.

Mary, Upper Marlboro, MD

Our 10 Million Dollar Tax Notice

Written by: Sherry Board, EA

This is an older case, but I wanted to share the story because I believe it is the largest dollar amount we have ever “saved” a member here at It was August of 2006 when our member received a notice for a proposed balance due of $10.3 million. He had traded and sold precious metals and gems during the year, and there were hundreds of transactions. But when he prepared his tax return he reported all of the hundreds of transactions as a single line item on his Schedule D form instead of reporting each transaction individually. All of the items were listed on his broker statements, but he did not send the statements in with this tax return when he filed because he was unaware that this is what is required by the IRS when you combine multiple transactions into one line item on your tax return. The IRS could not match up what was reported to them by the brokers with what the member had entered on his tax return, and the computer-generated CP2000 notice for $10.3 million in unreported income was the result.

We spent hours working with the member and double-checking the excel spreadsheet he prepared with the hundreds of transactions from the broker statement. Finally, we came up with the correct amounts of securities sales and net proceeds. We submitted our response to the IRS in hopes of getting a favorable response. A month and a half later we received a recomputed notice with a balance due of approximately $6,700, which included penalty and interest.

The member was very thankful for our services. He sent us a huge box of Harry and David goodies that we enjoyed for months. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

This was my first time actually using the audit defense though I have purchased it in the past. From the beginning, the staff at TaxAudit were extremely helpful. They let me know exactly what I needed to send them and how to acquire the documents I needed. Every question that I had was always answered in a manner that I understood, quickly and conveniently. I don’t plan on being audited again for a little while, but you can be sure that if I do, I know that I will have the people at TaxAudit to help me out. Thank you very much for all your help!!

Ryan, Middle Island, NY


I wish to thank for making this process smooth and as painless as possible.

Ivan, Lincoln, NE


Dung T was an amazing and calming advocate I would always want in my corner. gave me a stress free process I will recommend to friends and colleagues again and again.

Awam, New York, NY


I could not have made it through this ordeal without the kind and professional manner in which my audit representative assisted me. His knowledge as well as his patience were beyond my expectations. Thank you!

Carol, Millington, TN


Our audit rep was OUTSTANDING. He did a great job. Kept us informed and gave us peace of mind during the audit.

Cris, Temecula, CA


It was good to have an expert to deal with the IRS.

Arthur, Washington DC


My audit representative was terrific from start to finish. She really walked me through the process and made me feel like she was working for me to bring about a positive result. I would not hesitate to recommend Tax Audit service to my friends and family. I felt like I had a whole team of professionals working for me and all for such a reasonable fee. Thank you.

Donald, Brooklyn, NY


Never happy to see an IRS audit letter in the mail; but extremely happy to know that add-on to the Turbo Tax process was indeed a legitimate and value-added purchase. Will be sleeping better for many returns to come. Thank you!

Terry, Ennis, TX


This was my first experience, and the manner in which it was handled was outstanding. I will continue using TurboTax and purchasing the Tax Defense service as in the past.

Miro, Taylors, SC


It was like working through a problem with a friend instead of how the IRS makes you feel like a criminal. I highly recommend using the service. I have never received more one on one personal service from anyone even face to face. THANK YOU!!!

Robert, Union, OH


I wanted to cry when I got the letter from the IRS saying a owed a ton of money. But thanks to the team at tax audit, I got money back instead! Pleasant experience working with my coordinator and representative. I’ll always be a fan of

Anthony, Wappingers Falls, NY

This Month’s Champions

Written by: Donna Masciovecchio, Membership Services Manager

Here are the “core values” stories from the final group of Membership Services Representatives, Team Diamonds. Each shows a commitment to providing our members with the very best customer service available while treating them with empathy and respect during a very stressful situation.

April Arseneau

There have been so many times when I have gone above and beyond to make sure that the person I am helping receives everything I have to offer them. I do my best every day to provide a level of customer service that I would expect from a company. That is exactly how I think of it… What would I want from the person who is helping me on the phone?

I use the knowledge and skills that I have to provide the best customer service to every person I speak with, whether it is an external customer or an internal peer. So, with that being said…

Every day I try to be a champion, to commit, have empathy, to service, have respect, provide knowledge, and do it all with integrity.

Every day I am the best champion I can be for!!!

Tanya Turner

I always try to exercise empathy, respect, and integrity, not just at work but in everyday life. In August I received this feedback from a customer:

“She was very professional, courteous, and clearly explained the process to me. She is one of those rare people who have the ability to develop an immediate connection with people who are in a stressful situation. As a retired VP of a Fortune 500 company, I would hire her in a heartbeat − any company would be fortunate to have her in their workforce. I say this knowing that I have nothing to gain other that the satisfaction of recognizing superior service from her this morning − which just happens to be my birthday (guess this is the IRS’ idea of a birthday greeting.)”

I don’t agree that I am a “rare” person. I just simply believe in the saying, “Treat people how YOU want to be treated.” For me that means I treat others with compassion, respect, and FAIRNESS.

Keeping these traits and qualities in mind when dealing with customers, ANYONE, can be a “rare” individual.

Haley McClellan is not only a company that provides a sigh of relief to our members by defending them against the IRS, but we are each individual champions at ensuring our members feel at peace and have a clear understanding that we are here to serve them. We all utilize strengths, such as COMMITMENT, RESPECT, and KNOWLEDGE, but for me this last tax season, my greatest accomplishment was implementing EMPATHY.

It’s important to me to step outside of my “box” and place myself in the member’s shoes, especially when answering questions like, “Do I have to talk to the IRS?” and “Should I be worried?” It’s easy for us to take for granted that we aren’t personally experiencing what the member is going through, but we should remember that they are calling us to bring us into their situation to be a part of the resolution.

One member I helped was in a huge panic, and just providing words of affirmation and compassion and ensuring that we are here to help by dealing with the IRS on her behalf was enough to make her feel much better. She responded to our survey with this comment:

“Thank you for what Haley and all you folks do. For those of us who honestly file a return and live in fear of being bullied by the IRS, Haley and the folks gave a new meaning to getting a good night sleep. God Bless You All.” gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

I could not be more happy and impressed with the service I received from Audit Defense from outset to completion, my Audit Representative was professional, reassuring, efficient, compassionate, timely and very patient.

Raafat, Nottingham, MD


Purchasing was a great decision and worth every penny! I will continue to buy it every year when I complete my tax return using TurboTax and have recommended it many times to my friends and coworkers. I am a CPA myself, but I don’t know if I would have had the expertise or experience to have successfully resolved my tax audit as well as my Audit Representative. He was a pleasure to work, responsive, diligent and extremely effective. Thank you!!

Richard, Duluth, GA


My audit representative was extremely patient with me and he provided a high level of expertise. He helped me to understand all the issues and guided me through the process in a way that was professional and straightforward.

Stephen, Hacienda Heights, CA


Great experience overall! I was very impressed with your website security, and it was easy to upload documents and communicate with my audit representative.

Ronald, Highland Village, TX


I had a great experience with TaxAudit. I will definitely continue to purchase it with my return each year and recommend it to my friends.

Chrystal, Escondido, CA


I used Turbo Tax and by a hunch I decided to purchase your IRS audit help, because I was uneasy about my return. Boy was I right, for the nominal price I paid for your protection, I have saved thousands of dollars, and the expense of hiring my own tax lawyer! Having your service certainly saved a few months of stress and sleepless nights. But most importantly, I did not have to deal with IRS officials! I would not leave home without it!

Jane, Tucson, AZ


I was extremely impressed and satisfied with all aspects of my experiences with Tax Audit. My audit representative was nothing short of a true professional and amiable person throughout the whole process. I would recommend your service to anyone. Thanks again for such a wonderful experience on what could be a difficult time for the normal person.

James, Brandon, FL


I’m very glad I signed up for this service. Although this was not a difficult situation, I would not have been able to handle it without

Kenneth, Scottsdale, AZ


My audit representative was absolutely wonderful. From day one, I felt such a burden lifted since I have never been through an audit. She was professional, kind, friendly and eager to assist. She returned phone calls promptly, and when I was not available she left detailed messages…mostly not to worry…I would absolutely recommend tax audit, I hope all are as good as my audit representative. I will never file a return without purchasing this peace of mind protection…its a bargain….I hope I don’t need your services again but just in case I will be covered.

Richard, Colonia, NJ


My situation was somewhat complex. Throughout the audit, my team provided clear instructions and good guidance. I felt the team was always looking out for my best interests and were very good at working with the IRS.

Steven, Granite Bay, CA


Thank heaven for TaxAudit! It was such a comfort to have such efficient, competent, professional assistance. I will continue to purchase TaxAudit coverage every year.

Susan, Oxford, MS


The tax specialist that assisted me was tremendous! A+ Best in class performance all around. Thank you!

Charles, Cerritos, CA


Working with my audit representative was a pleasure. IRS notifications are scary to receive and my audit representative was reassuring and very knowledgeable in handling not only the process but effectively communicated to me on what was necessary to to be successful during the audit. Thank you for your help.

Joshua, Hoschton, GA

We Are Champions

Written by: Donna Masciovecchio, Membership Services Manager

Here are more stories about how our Membership Services Representatives put our company’s core values into practice each day as they work tirelessly to reduce our members’ anxiety during one of the most stressful experiences of their lives.

Joanna Michaelson


One of our Membership Services Reps had a frustrated member on the line. The member had received a notice for the 2012 tax year and thought he had purchased a 2012 Audit Defense membership, but he could not log into the website to view his memberships and find out for sure. He was getting more and more frustrated, and finally the MSR transferred the member over to me after trying to help him for close to thirty minutes.

After letting the member vent for a few minutes, I explained what I was going to do to help him. I did a search for more accounts and found that he had purchased memberships for all years dating back to 2005 − except 2007 and 2012. I provided him with his account number and waited for him to log into his account. He viewed his memberships but didn’t understand why he didn’t see his 2012 Audit Defense membership.

I said I would do some research with Intuit and let him know the results. He asked that I leave a detailed message because he usually was in class during the day. Then I explained the letter evaluation process, just in case he did not have a 2012 membership, and offered to send an email with more details. He was so appreciative that I had taken the time to help him log in and explain the process.

He said that he was okay with purchasing the letter evaluation, but wanted to make sure that all efforts were made to locate the 2012 membership if he had in fact purchased one. He thanked me again for explaining the process and taking the time to help him log into the website; he was happy that I hadn’t tried to get him off of the phone as fast as possible. He wanted assurances that I would not forget about him, and I let him know that I had already set a reminder to call him back the following day − whether or not I’d heard back from Inuit − just to let him know that I was still working on it. As it turned out, the member had not purchased the 2012 Audit Defense membership. As promised, I called and left a detailed message, and he did end up purchasing a letter evaluation in the end.

It was a stressful time for the member, and each step of the way I explained what I was going to do for him, and then I made good on my promises. This calmed him down every time.

Tina Barreiro


Last year I was a champion by using Empathy to reassure our members that they won’t have to face the IRS alone. I let them know that I understand and we are there to help. This year there have been an unusually high number of scammers trying to take advantage of our members and falsely threatening them with jail or deportation, so empathy has been of particular importance.

When I get one of these calls, even though I know it is probably a scam, I can’t just tell the member that, but I make sure I let them know that I will get them to someone that can answer all their questions. I calm them down by letting them know that it is not common for the IRS to call and definitely not common that they would send an officer to arrest them. I make sure to explain that the IRS normally contacts people by mail and that they have a process that they follow and not to worry because everyone has the right to be represented.

At that point I usually hear a sigh of relief and know that I did what was right for the member. They feel better because they know we have experience and know that we will be there throughout the whole process. Here are one of our member’s words from the survey: “Extremely professional and calming. Made me feel the situation was under control.”

Brandi Reid

Strength of Character

I had a call in the call back queue for a member. I asked for her name when someone answered, and the member came on the line. The call disconnected after she said only a few words.

Since the call came from the automatic call back queue, I had no information about the person I spoke with. I went to Ezra, our Lead of the Day, and asked if there was any way he could retrieve her information so I could call her back. It took him a little while to research it, but after about twenty minutes he emailed me her info and I called her back. She was surprised and pleased that I had made the effort to find and contact her.

Knowledge: Never Stop Learning

Recently I completed a California Tax Education Council Qualifying Tax Education Course so that I can be more knowledgeable when speaking with our members. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

Absolutely superior response, highest professional service, communication, and results. I will continue annual renewal of this service and highly recommend it to everyone using TurboTax.

Bruce, Abbeville, SC


After having gone through an intense IRS audit, I can imagine going it alone. I have had TaxAudit as my fallback since 2009, and will never be without them. There aren’t words to express how grateful I am to the team that handled my ’10 & ’11 audit. Fantastic…and we could sleep at night throughout the process knowing we were being well represented.

Gary, Edgewood, KY


My audit representative was very helpful and asked all the right questions that got us to a fully satisfactory resolution of my problem. Saved me from a huge tax bill due to an IRS error. He knew just how to document the case so that it went away. Ultimate bill was $0 :-)

Glenn, Annapolis, MD


My audit representative is a consummate professional who, from the very beginning of the case, allayed my fears of responding to the IRS. She made the process almost effortless and was always there for me. I would recommend your TaxAudit service, and already have, to my friends and family. The value of your service and peace of mind that you offer outweigh the modest fee. More importantly, it is reassuring to know that technical issues are being handled by a pro. Thank you. Thank you. Thank you.

Marvin, Glendale, NY


I appreciate everything my audit representative did for me throughout this entire process. He explained everything thoroughly and can certainly speak the language to the IRS to resolve my issue in a timely manner. I highly recommend my audit representative, he is certainly an asset to your company. Thanks Tax Audit.

John, Metairie, LA


I plan to keep Tax Audit for all my returns and to recommend it to others. I was surprised and a bit scared when I got a notice in 2014 that the Commonwealth of Virginia said I owed additional money for 2010. It had been a complicated filing with returns in both Indiana and Virginia. With one call to Tax Audit, I was reassured. They handled everything and kept me informed every step of the way. Not only did the audit show that I didn’t owe VA money; it showed they owed me money. Having Tax Audit allowed me to be comfortable that my interests would be looked after. Without Tax Audit, I would have just been afraid and would have paid the amount of money requested, thinking I had made a mistake on my return. This saved me hundreds of dollars.

Alice, Winchester, VA


I was very pleased with the prompt service from beginning to end of case. I felt at ease knowing my case was handled by such a professional. I’d highly recommend this service. Thank you.

Jacqueline, Windsor Mill, MD


Our tax rep. was extremely professional in all interactions and he was very prompt in getting back to us when we had questions. I would have to say that from day one we felt comfortable with his level of expertise, his guidance and knowledge, and very supported throughout the whole auditing process. Really, we could not have better service than that we received. We often spoke of how lucky we were to get him as a tax audit helper. I would say, given the stress level that we imagine most folks go through when audited by the IRS, that it would be hard to find an auditor who could ease a clients mind and at the same time be open/honest and matter of fact as our tax rep. was.

John, Santa Rosa, CA


We could not have been happier with the service and results. It gave us a great amount of peace of mind knowing we had someone who knew the ropes. I will not be without this service.

John, Virginia Beach, VA


We were so worried about this audit but the “team” at TaxAudit made it so much easy for us. Our audit representative was outstanding!! He was thorough, knowledgeable, answered our questions quickly, took our phone calls when we were worried, and made the process as painless as it could have been. I just hope if we have another audit, we can have him help us again!! Thank you for having such qualified people for helping folks like us.

Barbara, Galveston, TX


When I found that I was being audited, I tried to log on to your website but was unable to do so. I sent an email stating that I was being audited and needed to log on. I figured that you would get back to me in a day or so. Within 5 minutes someone was calling me and giving me the necessary information I needed to get started. I was so relieved. Everyone I worked with was so helpful. Thank you for all your help.

Gregory, Elkhorn City, KY

We Are Tireless Advocates

Written by: Donna Masciovecchio, Membership Services Manager

I asked the members of my team to tell a story about how they put our core values into practice each day in order to relieve our members from having to face one of life’s most intense emotional nightmares. Here’s what The Rubies Team − Ezra White, Sheri Williams, Anthony Webber and Karisa Roraback − had to say:

Ezra White

We are sensitive, compassionate and concerned. We are tireless advocates.

My oldest daughter has some medical issues that we have had to deal with her entire life. My wife and I have spoken to dozens of insurance representatives from different programs and hospitals. There is always one constant: this is our child’s life we are dealing with.

When members call the Membership Service Department, they have received a letter from the IRS. It is the worst nightmare of many people. The IRS is scary to most people. People are unsure of what they can do or what the letter even means. That’s where we step in.

I try to remember what it is like calling a medical insurance company to speak about my daughter’s coverage. When we make those calls, it is always the most important thing in our lives. When a member calls us to report that they have received a letter, they are imagining the worst possibilities and it is the most important thing in their lives.

I make sure they understand what I am saying. I don’t need to use fancy language. I don’t need to use abbreviations. I don’t need to tell them how I am right and they are wrong. I don’t care if they get my name right. I want to make sure they feel better and know what they need to do to when we are done with the call. I want them to know that we will do everything we can to help them. These people have spouses and children and jobs to worry about. To many people, a letter from the IRS threatens their very lives.

Sheri Williams


When working with members I try to make sure I show that I understand how they are feeling. I find that a member wants their feelings acknowledged and understood. They don’t want to be talked down to, made to feel like a child or rushed to feel like they are just another member. They have a lot going through their minds when they make that call to us, and I try to make sure I treat them as I would want to be treated if I were in their shoes. I make sure that I don’t just let them talk but I listen and acknowledge their concerns. I think when a member feels cared about they are more inclined to work with us and get us what we need so that we can help them with their issue.

Anthony Webber


Being empathetic is the first step towards providing a customer with the best experience possible and is arguably the most important aspect of the whole process, especially when dealing with situations in which the customer might be fearful or scared.

One example of this from my own experiences would be a case in which a member called to report an IRS notice, having never been audited before in his 50 years of filing taxes. He hadn’t been worried about receiving a letter since he had never received one before and said that he purchased audit defense while filing his return just because it was offered to him. When he called, he had no idea what might have triggered the notice and felt completely blindsided by it without any idea where to begin. I explained to the member that not only would we be able to shine light on exactly what triggered the notice so that he wouldn’t feel like he is in the dark, but that we would also defend him, standing between him and the IRS so that he isn’t alone in his endeavor. And while the member was worried about the IRS, he was more concerned with his wife’s reaction to the notice. The member told me that he is retired now while his wife still works for a famous museum, so his main job is to take care of their taxes. He explained to me that the last thing that he wanted was for his wife to find out that he had made a mistake on their return and think less of him for it. I told him that mistakes happen and everyone makes them, that it might not have even been his fault, but that we are on his side and won’t let him feel like the IRS is bullying him into paying what he doesn’t owe. By the end of the call, the member sounded more cheerful, stating that he was very happy with our service and was so glad he had purchased the memberships and would continue to do so in the future because we had made a loyal customer out of him.

Karisa Roraback

Empathy, Service, Respect

One of the things I like most about this job is that I can help ease someone’s worries in just a few minutes. Just a couple of weeks ago a member called me very worried about the notice that she received from the IRS. She had never received a notice or used our service before and thought that she would have to battle with the IRS by herself. I explained our process to her and told her that we would handle all correspondence with the IRS for her. She was so grateful and I was glad to have been able to calm her worries. She thanked me for being patient and understanding and said that she knew her experience with us was going to be a good one. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

It was an enjoyable experience working with such qualified and professional representatives.

John, Albion, IN


My audit representative provided exceptional assistance, guidance and education to me in the audit process. He has worked with me through three audits. Because of his expertise and professional knowledge, we received refunds instead of having to pay taxes. I estimate that our audit representative has saved us more than $30,000.00. Thank you.

Connie, Fitzgerald, GA


Absolutely stellar experience. Thank you!

Mark, Weatherford, TX


I am extremely satisfied with your services. The representative who worked on my case is outstanding. You have saved me time, frustrations and money. Thank you so much.

Abdourahmane, Cheektowaga, NY


Some of the best money I’ve ever spent, signing up for this audit coverage. It took a huge load off my mind knowing that an experienced tax professional was dealing with the IRS and knew how to work thru the process. All I had to do was gather up my documents and uploaded them.

Charles, Mountlake Terrace, WA


The money I pay yearly for this service when filing my taxes is worth every penny. I will never go without the security it offers. The professional who helped me was knowledgeable, courteous and efficient. There is no doubt that without this service I would have paid (erroneously) almost $2000 more to the IRS due a mistake made by a bank.

Jolene, Carrollton, TX


This was a pleasure – which is a real deal because no one wants to be involved with an IRS inquiry! I am so glad I purchased your services through TurboTax!

Irene, Columbia, MD


Tax Audit offered a great customer experience. The time and stress you saved me was very much appreciated. I will definitely subscribe to this service again next year.

Matthew, London, ON CAN


Loved the professionalism and speed. Will highly recommend to everyone!

Gary, Honolulu, HI


I was very happy with the way the TurboTax audit protection service worked out. It worked great and I am extremely happy with the support that was provided.

Robert, Phoenix, AZ

Ignoring a Court Order

Written by: Darin C. James, Esq.

It’s not often that a taxpayer can disregard a court order, but a recent audit showed one of those rare instances. The IRS audited our members on the issue of the four dependents claimed on their tax return. Our members had claimed their divorced daughter and her three children, who had lived with them for the entire year.

We sent the IRS documents proving the relationship and residence of the dependents, along with the expenses our members paid to support the extended family. Surprisingly, the examiner disallowed all four of the dependents. The explanation in the examiner’s report said that another taxpayer had claimed the same dependents. The examiner also asked for a complete copy of the daughter’s divorce order. Our members then told me that their daughter’s ex-husband must have claimed his two children. We had a copy of the court order that granted the daughter’s divorce, but not the written agreement that accompanied it.

I wrote to the examiner arguing that the children could only be claimed by the parent or grandparents with whom they lived the majority of the year, unless the custodial parent had signed a release. Our members said their daughter had not signed a release to allow the noncustodial father to claim his children as dependents. The daughter had no income and did not file a tax return. Therefore, the “tie-breaker rules” would allow the grandparents to claim the children, because the mother did not claim them, and the grandparents’ income was higher than the mother’s.

The examiner was not persuaded, and still disallowed all of the dependents. After our members received a Notice of Deficiency, we filed a petition in the U.S. Tax Court. I later discussed the case with an Appeals Officer, who offered to allow two of the dependent exemptions for the daughter and third grandchild (who was not from the daughter’s marriage). The Appeals Officer said that since the daughter’s complete divorce order was not provided, she assumed that it allowed the father to claim his two children.

Our members obtained a copy of their daughter’s entire divorce order and sent it to us. The order incorporated this written agreement between the parents: “(Father) shall be entitled to claim both minor children on his state and federal income tax returns every calendar year. If (Mother) qualifies for an exemption due to her income increasing, the parties agree to each claim one….” The agreement was signed by both parents and approved by the judge.

We sent the divorce order to the Appeals Officer. I argued that the order should not control the case because the daughter did not sign IRS Form 8332 releasing the exemptions for the children. The Appeals Officer disagreed. She said that when both parents have signed an unconditional stipulation, they consider the stipulation to be the equivalent of the required declaration in the form. She asked me to send her whatever legal authority we had to support the taxpayers’ position.

Between divorced parents, the general rule is that a child can be claimed as a dependent by the parent with whom the child lived the longest during the year. Internal Revenue Code §152(e) creates an exception to this rule by permitting a noncustodial parent to claim the dependency exemption if certain requirements are met. However, this section only applies “if a child receives over one-half of the child’s support during the calendar year from the child’s parents.” Our members had a report showing that the children’s father had paid only a very small amount of child support that year. The children’s mother had no income, so the grandparents provided most of the support.

In George v. Commissioner [1], the Tax Court held “If a third party (not the child or her parents) provides most of a child’s support, then – notwithstanding a purported release by the custodial parent under section 152(e) – a noncustodial parent could not claim her as a dependent.” In another recent case, Shenk v. Commissioner [2], the Tax Court held that even though a noncustodial parent may be entitled to a disputed dependency exemption as far as a state court is concerned, “ultimately it is the Internal Revenue Code and not State court orders that determine one’s eligibility to claim a deduction for Federal income tax purposes.”

I wrote to the Appeals Officer again, citing the case law and applicable sections of the code. The IRS finally agreed that that the divorce order did not control, because the order conflicted with the Internal Revenue Code. Our members were allowed all of the dependents claimed, and were very happy to owe no additional tax. gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

Every member of my team was outstanding. My audit representative helped me so much and he fought for me. He was able to help me through the audit and was able to do so much more than I expected. I am completely happy with the outcome. I couldn’t be more pleased. I couldn’t recommend my audit representative enough. He has my complete confidence. Please use my comments to market your outstanding service and please, tell people to check the Tax Defense Box. It will be the best thing they ever did. Tax is an outstanding service for taxpayers facing audits.

Diane, Somerville, MA


Extremely helpful and professional.

David, Madison, GA


I am glad that I had TaxAudit by my side as it is difficult to deal with the IRS by oneself.

Clifford, Leesville, TX


I thought this would be a rough and bumpy ride but it was quite the opposite. My audit representative assured me of support and getting this worked out smoothly and that’s exactly what she did. I love to see companies that I do business with have solid employers that have a passion and love what they do. Thanks again.

Artis, Houston, TX


I want to thank your whole team for all assistance in this matter. Hopefully I will not have to worry about this matter again. I have been a user of your audit protection off and now for many years and after this event I will use it every year. By the way I have and will continue recommending your service to friends and family. Thanks again.

Michael, Utica, MI


I was happy because the assistance I received was received in a timely manner and clearly explained. I felt I was respected and not looked down upon because of my lack of knowledge.

Jack, Kennewick, WA


I was impressed with the fact that commitments were met on time. I felt that the investigator was truly interested in my problem and her review and recommendations were very helpful.

Louis, Oracle, AZ


I would like to take this opportunity and personally thank my audit representative for her professionalism and patience in my case. She was always on top of things and is very experienced in dealing with the IRS. Needless to say that she closed the case to my complete satisfaction. All I can add is: Mission accomplished, Well done!

Tilman, Las Vegas, NV


Letters from the IRS demanding money are extremely anxiety-provoking. My audit representative was very good at reducing the anxiety with her calm, thorough approach to resolving the issue. Kudos to her and!

David, Pataskala, OH


The assistance was excellent.

Ernest, Pawleys Island, SC


The timely response was really valuable as I was just on my way to a vacation when I had to start the process. They were effective at guiding me to get them what they need to address the matter while I was on travel. They were effective at explaining to me things I had not understood earlier. They were helpful at guiding me through the steps and setting my expectations. I was pleasantly surprised by an extra tax refund when all was said and done. She definitely looked out for me.

James, Fairfax, VA


[1] George v. Commissioner, 139 T.C. 19, CCH Dec.59,291 (2012)
[2] Shenk v. Commissioner, 140 T.C. 10, CCH Dec.59,528 (2013)

A Little Perseverance Pays Off!

Written by: Ame Galloway, EA

I just worked a challenging case involving a discrimination lawsuit settlement that one of our members received as a former employee. The IRS examiner insisted that self-employment tax should be assessed, and it was not easy to convince her to change her mind.

During our first contact I explained that the member had not been self-employed, but had been a former employee of the company against which she had filed an Equal Employment Opportunity Commission (EEOC) discrimination claim. The employer had agreed to pay her $10K if she would drop her charges. The member accepted the terms and was issued a 1099-MISC tax form for the income. It was listed in the “nonemployee compensation” section of the form, and it was because of this that the examiner maintained that it must be subject to self-employment tax.

Unable to convince the IRS agent, I regrouped. I reviewed the Audit Technique Guide (ATG) for legal settlements and prepared for another round. I contacted her again and explained that since the taxpayer had been an employee she should not be responsible for the self-employment tax. In order to change the outcome of the audit she said the member would have to get a corrected 1099-MISC from the former employer. I explained that the member had already tried to get the form corrected, but no one from the company would return her phone calls.

I referred the examiner to page sixteen of the ATG, which states that unless a taxpayer is self-employed they should not be subjected to self-employment tax. I cited the tax court cases that were mentioned in the guide as well. Still not persuaded, the agent proposed that we petition the tax court if we didn’t agree. I told her I was hoping to settle this matter quickly without going through that process. At this point we were stuck.

As a last resort, I contacted the examiner’s manager and was able to explain how I had arrived at the conclusion that the member’s income should not be subject to self-employment tax. Again, I cited the ATG and tax court cases. She said she was willing to consider my position. She would review the case and call me back.

The next day the original examiner called me back. She agreed to correct the exam report, which reduced our member’s tax bill by over $1,200 and allowed us to avoid the lengthy petition process. A little perseverance paid off! gets dozens of comments from customers we have helped every week. Below are just some of the reviews we received last month.

I can honestly say that my expectations were met and exceeded with this experience! I often believed TaxAudit was the right way to go and now I’m confident it is the “only” way to go!

Aaron, Mission Viejo, CA


I didn’t know it would be so easy and a lot of the stress I was feeling went away. I am very happy and satisfied with the service gave me. I will definitely be buying audit protection for years to come from

Jaclyn, San Diego, CA


I have no complaints whatsoever. Your representatives were very professional and polite each time we spoke. If I ever have a similar problem in the future I sincerely hope that I can speak with the same person who worked with me on these recent issues.

Elmer, Mayo, FL


I knew dealing with the IRS was going to be the a very stressful experience. I have always paid the extra $ to have the Tax Audit services when doing my Turbo Tax return and it paid off this year saving me almost $800 which the IRS was erroneously charging me.

Danny, Eugene, OR


I was very pleased with my service. I will highly recommend you to anyone who asks and anticipate retaining your services every year.

Donald, Fort Worth, TX


IRS audits are inherently very stressful, even when I had all of my support documents. My representative was extremely knowledgeable, walking me through each step and providing the “professional firewall” between me and the auditor. My audit representative put me at ease and helped me feel more confident about the probable outcome.

Susan, Grand Junction, CO


My audit representative was incredibly helpful and knowledgeable. He walked me through step by step on what to expect making what could have easily been one of the worst experiences in my life almost a breeze. The fact that I never even had one single conversation with the IRS, because my audit representative handled everything for me, amazes me! My audit representative not only answered every question and concern I had, but also gave me sense of comfort that he was here for me going through this ordeal with me. I know for a fact without the help of him this would have turned out much different. My friend was audited years ago and still to this day is having to deal with the IRS and is completely miserable. My experience has been the complete opposite! Please let my audit representative know he is much appreciated!

Theresa, North Charleston, SC


Receiving a tax audit notification was rather unnerving. My audit representative provided excellent guidance in gathering the requisite documents and invaluable assistance in resolving the issue, resulting in a “no change” decision from the IRS. One of the best investments I’ve ever made (both money and peace of mind).

Mark, San Antonio, TX


Very pleased with my TaxAudit representation during a stressful audit.

William, Wilmington, DE