IRS Audits & Exams
“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?”
When dependents are disallowed in an IRS audit, the focus is often on whether the child or other qualifying person actually lived in the household and whether the relationship, support, and residency facts are documented consistently. Records that may matter can include school enrollment forms, medical records, lease or utility records, custody or guardianship papers, and other documents showing the address used over time. The strongest file usually depends on the type of dependent, the months at issue, and how well the records line up with the return and with each other. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.
In your 30-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 received a terrifying audit notice for a tax return I filed three years ago, exactly how far back in time is the IRS legally allowed to audit me?”
“The IRS is auditing my small business and wants to see all my bank statements, do I legally have to provide my personal checking accounts to the auditor too?”
“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?”
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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