Tax Audit Defense & IRS Representation in Contra Costa County.

Who this is for

• Individuals selected for an IRS or FTB correspondence, office, or field audit
• Businesses facing payroll, sales-tax (CDTFA), or worker-classification audits
• Clients whose original preparer isn't equipped to represent them
• Anyone who received a Form 4564 IDR (Information Document Request)

What's included

• Power of Attorney (Form 2848) so we speak with the auditor, not you
• Full return and transcript review before the first meeting
• Preparation and organization of every document requested
• In-person, phone, or virtual audit representation
• Appeals conference representation if the initial finding is wrong
• Negotiation of settlements, installment agreements, or offers in compromise

How it works

1. 01
   Case intake

   We review the audit letter, your return, and the years at issue, and set expectations for scope and timeline.

2. 02
   Document defense

   We assemble and present only what's required — nothing more, nothing less.

3. 03
   Auditor communication

   Every phone call, email, and meeting with the IRS or FTB goes through us.

4. 04
   Resolution

   We negotiate the final assessment and, when appropriate, file an appeal or request penalty relief.

Why clients choose us

• You never sit across the table from an auditor alone
• Professional defense at a fraction of typical attorney fees
• Clear communication about what the auditor can — and cannot — ask for
• Strong track record reducing proposed assessments

Frequently asked questions