Audit Representation and Defense
When you face an IRS or state tax audit, having an experienced tax attorney represent you can protect your rights and significantly affect the outcome. NewPoint Law Group's Roseville tax attorneys handle all aspects of audit representation and, when necessary, pursue administrative appeals through the IRS Independent Office of Appeals or California's administrative appeal processes.
Audit Representation and Tax Appeals | Tax Attorneys in Roseville, CA
Why Audit Representation Matters
A tax audit is not just an accounting exercise — it is a legal proceeding with significant financial consequences. How you respond to the IRS or California tax agencies during an audit can determine not just the amount you owe, but whether new issues are raised, what evidence is preserved, and what options remain available to you. Having experienced legal counsel represent you from the outset protects your rights and positions your case for the best possible outcome.
What Audit Representation Includes
Reviewing the audit notice and scope to understand exactly what is being examined
Communicating directly with the IRS or state agency on your behalf — so you do not say something that expands the audit or creates new issues
Organizing and presenting supporting documentation in the most favorable light
Asserting all available deductions, credits, and legal positions
Negotiating proposed adjustments before an assessment becomes final
Advising on documentation practices and compliance steps to reduce future audit risk
The Appeals Process
If an audit results in an assessment you believe is incorrect, you have the right to appeal through administrative channels before paying or going to court.
For federal tax disputes, the IRS Independent Office of Appeals is a separate function within the IRS that hears taxpayer disputes independently of the examination division. Appeals officers have authority to settle cases based on the hazards of litigation, often producing better outcomes than examination alone.
For California disputes, taxpayers may file a protest with the FTB or CDTFA and, if unresolved, appeal to the California Office of Tax Appeals (OTA), an independent body that conducts hearings and issues written decisions.
When to Engage an Attorney
The earlier you engage legal counsel in a tax audit, the more options you have. An attorney can help shape the record from the beginning of the examination, preserve legal arguments for appeals, and identify issues that a CPA or enrolled agent may not recognize. Attorney-client privilege also provides communications protections that are not available with other types of representatives.