Preparing for an IRS Correspondence Audit

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How to Prepare for an IRS Correspondence Audit

You’ve received the dreaded audit notice from the IRS. Thankfully, you’ve learned that, in this particular situation, you can settle your issues by mail — so there’s no need to deal with in-person interactions. With the right approach, you can swiftly iron out any problems with the IRS and move forward. Keep these considerations in mind as you prepare for the auditing process:

Gather And Organize the Right Documents

Correspondence audits typically involve a lot of paperwork. The sooner you determine where or how you can access requested documents, the better.

What you need, exactly, will vary based on the nature of the audit, so it’s best to maintain thorough and organized records before an audit occurs.

Often, correspondence audits include requests for:

  • Receipts
  • Bills
  • Tickets
  • Medical records
  • Bank account statements
  • Loan agreements

Remember, any documents provided during a mail audit should be relevant to the specific issues highlighted by the IRS. In some situations, it may be necessary to work with third parties to provide evidence, as physical documentation may no longer be available.

No matter how you gather documentation, it’s important to examine it closely before you submit it to the IRS. You should feel confident that anything you provide clearly addresses the specific concerns mentioned in your audit letter.

Get in Touch With a Tax Resolution Specialist

While IRS mail audits are nearly always reserved for the least severe cases, they have the potential to lead to bigger problems if not handled properly. There is no room for error, so you’re better off letting an expert take over. An enrolled agent can streamline the process by ensuring that you provide all the necessary documentation.

At the Highland Tax Group, we offer exceptional representation for multiple types of audits. We can help you avoid costly mistakes while keeping the stress of your audit to a minimum. Contact us today to learn more about our audit representation services.