IRS Audits & Exams
“The IRS revenue agent found a mistake in my favor during the audit, will they actually issue me a refund or just use it to offset other potential penalties?”
When an IRS revenue agent identifies an error that benefits the taxpayer during an audit, the outcome often depends on how the adjustment affects the overall exam results and whether there are any other open balances or proposed changes. In many cases, the adjustment may reduce tax due, offset other items in the examination, or lead to a refund if the return was overpaid and the facts support that result. The final treatment can also depend on the audit scope, the type of tax involved, and whether the case is still being processed administratively. Working through the specifics with a CPA is the cleanest way to land on the right move.
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 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?”
“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?”
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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