IRS Audits & Exams

“What should I do first if the IRS is auditing me?”

High urgencyDeep Dive · 60 min · $170

The first step in an IRS audit is often to identify exactly what kind of exam it is and which tax years or returns are involved, since the notice language and scope can vary. It is also important to gather the documents the IRS is asking for, along with any records that support the items under review, such as income, deductions, business expenses, or bank statements. The way the audit begins can also depend on whether it is by mail, in an office, or at a field location, and whether a representative is involved. A short conversation with a CPA can sort out what applies to your specific numbers.

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.
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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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