IRS Audits & Exams
“I just got a Letter 525 proposing thousands in changes to my tax return, how do I officially request an appeal conference with the IRS Independent Office of Appeals?”
A Letter 525 often means the IRS is proposing changes after an exam, and the appeal path can depend on what the notice says, how the response is framed, and whether the issue is still within the exam stage or has moved to collection or another review process. The timing and format of a request, the specific items being disputed, and any supporting records or explanations can all affect how the Independent Office of Appeals handles the case. In many situations, the notice language and the exam history matter as much as the proposed adjustments themselves. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.
In your 90-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“I lost all my physical receipts from a year I am currently being audited for, can I use credit card statements and bank logs to prove my business expenses?”
“I am going through a correspondence audit specifically regarding my home office deduction, what specific photos, blueprints, or logs will the examiner want to see?”
“The IRS completely disallowed my claimed dependents during an audit, what specific legal documents or school records do I need to prove that they live with me?”
“I agreed to the changes the IRS proposed during my desk audit, how long do I have to pay the massive new balance before they start aggressive collections?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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