IRS Audits & Exams
“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?”
An IRS audit of a small business often turns on how the business is structured, how closely personal and business finances are mixed, and whether the auditor sees personal accounts as relevant to business income, expenses, or owner withdrawals. In many cases, business bank records are central, while personal checking statements may come into play if there are transfers, commingled funds, or expenses paid personally on behalf of the business. The scope can also depend on the audit type, the years under review, and what records have already been requested. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.
In your 60-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.
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.
Back to the full library