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WHAT PROFESSIONALS NEED TO KNOW

FOR TAX LAWYERS, CERTIFIED PUBLIC ACCOUNTANTS,

AND ENROLLED AGENTS

You already know the problem, the process, and the context of the Tax Audit Procedures. The Audit Defense Package is the solution, and the organization and defensive material included will be very useful to you as well.

How the Audit Defense Package will help you?

 

  • You tell the client to gather their documentation, and they show up with a shoe box or shopping bag full of a mess of jumbled papers, receipts, and documents.
     

  • You don’t have the time to organize your clients’ documents for them, and they are not going to want to pay you for the time it takes you to do it for them.
     

  • Imagine if they brought that material to you already neatly organized in a clear and concise format, separated into their own sections with supporting schedules and evidence already filled in, on a silver platter.

That’s what the Audit Defense Package does. Whether you buy it to give to your clients, have your clients buy it to facilitate a quicker or faster representation, or just want to see all the possibilities for yourself, this package can really help you in your professional practice.

1.25

million

IRS Audits Each Year

million

1.5

California Audits Each Year

700,000

NYS Audits Each Year

WHY AS A PROFESSIONAL YOU NEED THE AUDIT DEFENSE PACKAGE

With 1.25 million IRS audits, 1.5 million California audits and 700,000 NYS audits each year, this is the only way for a middle class taxpayer to get quality representation. With clients presenting their documents in a more efficient manner, the tax professional can take on a larger client load in such a lucrative and rapidly expanding market.

This high volume of audits constitutes a mass attack on the middle class. The only way to respond – cost effectively, is with a mass produced defense.

Just a fraction of the Audit Defense Package includes:
 

  1. 35 different categories of deductions for the Form 2106, Employment Related deductions

  2. 11 different examples of investment related expenses

  3. 10 examples of other miscellaneous expenses

  4. 8 more examples of miscellaneous expenses that are not subject to the 2% floor
     

This package outlines them all. Taxpayers can’t claim legitimate tax deductions if they don’t know these deductions exist. As a knowledgeable professional you can help get these tax deductions on to the tax return.

The Audit Defense Package is constantly being updated to address the changing conditions and audit requirements of the IRS, California, New York State, and Pennsylvania.

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