Small business owner Natalie was sitting down to eat lunch when she heard a knock at her front door. She peeked out the window and saw the postal worker dropping off mail. Eagerly awaiting an important package, Natalie jumped up to see what had been delivered. Unfortunately, Natalie had not received her package – instead, she had received not just one but TWO IRS notices for her Schedule C business deductions, like office supplies and employee benefits. These notices were IRS letters 3572 for 2020 and 2021. She ended up owing $3,000 for 2020 and $6,000 for 2021.
Natalie was immediately distraught at the thought of owing $9,000 to the IRS. She started pulling out her tax return and documentation to see what had gone wrong when she noticed that she had bought TaxAudit’s Audit Defense for 2020 and 2021. Although she was still very nervous about the situation, she felt relieved because she knew she would not have to deal with the IRS alone.
The next day, Natalie went on TaxAudit’s website, signed into the membership portal, and reported her audits. Just a few hours later, Natalie’s Case Coordinator contacted her! Natalie had many questions, and her Case Coordinator tried to respond to as many as possible and relayed the rest of the questions to her Tax Professional. In turn, the Case Coordinator quickly gathered the required documents and sent a personal and business questionnaire so TaxAudit could help and understand her unique tax situation better.
Shortly after Natalie finished the questionnaires, Alan, her Tax Professional, contacted her to schedule a meeting for the following day. During this meeting, Natalie and Alan discussed her audit. First, Alan requested several documents from Natalie, including invoices and proof of payment for expenses over $250, such as office supplies, wages, and employee benefits. Additionally, he requested a write-up explaining the nature of Natalie's business, how it operates, and any exceptional circumstances during 2020.After Alan talked about the documents needed, Natalie expressed that she was worried about the response deadline since it was only ten days away. Alan exceeded expectations by contacting the IRS on Natalie's behalf, giving her additional time to gather the extensive documentation he requested to relieve her of the stress caused by the looming deadline.
A few days later, Natalie got all the information requested back to Alan in a neat and organized manner. Even though this audit was at the height of tax season, Alan was able to complete the document review the following week and scheduled a meeting with Natalie. He only had a few revisions before he felt confident submitting the paperwork to the IRS. Alan had some great news for Natalie after he met with the IRS. Natalie went from owing $3,000 for the 2020 notice to now owning nothing, and for the 2021 notice, she went from owing $6,000 to just $300. Natalie was ecstatic with the outcome, as her total debt went from $9,000 down to only $300! This outcome was unprecedented for a few reasons, one for the exceptional service Alan provided Natalie and the fact that this case only lasted less than three months! Which is three times faster than the typical case.
This was all possible because of Alan's constant communication, reassurance, and commitment to our members. As a result, TaxAudit was able to close the case in three months and save Natalie thousands of dollars!
This is what Natalie had to say about the case:
"TaxAudit was an easy process. After submitting my initial request, a coordinator contacted me and set me up with Alan as my Accountant/Advocate. Alan provided outstanding support and was very professional. He prepared me for the worst-case scenario and requested comprehensive details to represent best and ensure the audit went smoothly. He also provided a full interface with the IRS to shield the client during the process. Alan also worked with the IRS Auditor before the meeting to ensure we were covering all his concerns & had the information needed. Ultimately, I ended up with a small refund (versus a large payment & penalty due). Many thanks to him and TaxAudit!"
*Some names and identifying details have been changed to protect the privacy of the individuals.
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