IRS Audits & Examinations
Professional representation that protects your business, resolves issues, and restores compliance.
IRS audits require clear documentation, accurate responses, and disciplined representation. Ledger Board manages every stage of the audit process—correspondence, examinations, documentation, and communication with IRS agents. You receive structured support that reduces risk, clarifies next steps, and ensures your case is handled with accuracy and professionalism.
IRS audits may be triggered by reporting inconsistencies, unusual deductions, revenue fluctuations, or mismatches with third-party data. Certain industries and cash-heavy operations face higher audit risk. Random selection also occurs. We evaluate your filings to identify likely triggers and prepare a response strategy. This helps reduce exposure and strengthen your position.
Yes. IRS communication requires accuracy, documentation, and a clear understanding of audit procedures. Professional representation prevents misstatements and ensures your rights are protected. Our team manages all communication and documentation with the IRS. This reduces risk and provides structured support throughout the examination.
Common requests include bank statements, income verification, expense substantiation, payroll records, and prior-year returns. Additional documentation may be required depending on the issue being examined. We help gather, organize, and format records to meet IRS standards. Proper preparation improves your outcome and reduces delays.
The timeline varies based on audit type—correspondence audits may resolve within weeks, while office or field audits can take months. Document availability and issue complexity also affect timing. We outline the expected timeline at the start of the engagement. Structured communication helps keep the process moving efficiently.
If the IRS proposes changes, you can agree, dispute, or appeal the findings. We review the proposed adjustments, verify accuracy, and prepare responses or appeals when needed. Our goal is to ensure all determinations are fair and supported by correct information. You receive clear guidance throughout the decision process.
Yes. We take over engagements at any stage—including after self-responses or missed deadlines. Our team reviews prior communication, identifies issues, and corrects errors. Professional involvement often improves outcomes even when the audit is already in progress.
Yes. Penalties may apply for errors, missing documentation, or underreported income. We help reduce or eliminate penalties by providing substantiation, correcting filings, or demonstrating reasonable cause. Proper representation significantly improves results.
It can. IRS findings may influence future reporting requirements or compliance expectations. We guide you on adjustments needed to prevent repeat issues. Strengthening recordkeeping and filing accuracy supports long-term compliance.
You have the right to dispute findings through appeals or additional review. We prepare detailed explanations, documentation, and supporting arguments. Proper representation ensures your case is presented accurately and professionally. This increases the likelihood of a favorable outcome.
By the Numbers
Ledger Board supports businesses across industries with disciplined audit representation and clear communication. Our experience reduces risk and strengthens outcomes for clients.
100+
IRS Audits Managed
85+ Years
Combined Experience
50 States
supported nationwide
99%
Client Retention
INDUSTRIES WE SERVE
Audit risk varies based on recordkeeping, revenue structure, and industry-specific regulations. Ledger Board supports restaurants, medical practices, construction firms, logistics companies, real estate investors, e-commerce sellers, retail businesses, and professional service firms. Each engagement reflects the tax requirements and compliance risks unique to the industry.
Law Firms & Professional Services
Restaurants, Food & Hospitality
Medical & Healthcare Practices
Real Estate & Construction
Retail & E-Commerce
Financial Services
Manufacturing & Distribution
Entertainment & Media
Education
Agriculture & Agribusiness
Energy & Utilities
Technology
Small Business & Startups
Audit Representation
Protect your position.
We communicate directly with the IRS on your behalf, manage requests, and guide every step of the examination. Your case is handled professionally and with full documentation control.
Correspondence & Notice Response
Address issues quickly.
We analyze IRS letters, determine required action, and prepare accurate responses. This prevents misinterpretation and minimizes risk.
Documentation Preparation
Present records clearly.
We organize income records, expenses, and substantiation to meet IRS standards. Proper documentation reduces delays and potential adjustments.
Issue & Risk Review
Identify exposure early.
We review tax filings, prior-year returns, and potential errors. This helps predict IRS concerns and strengthen your position.
Field & Office Audit Support
Navigate every format.
We manage attendance, communication, and documentation for in-person and office audits. You stay fully prepared throughout the process.
Resolution & Next Steps
Close with clarity.
We negotiate outcomes, assist with adjustments or appeals, and ensure compliance moving forward. You receive clear guidance for post-audit obligations.
Testimonials
Business owners rely on Ledger Board for clear communication, strong representation, and structured audit support. These testimonials reflect our discipline and professionalism during examinations.
The IRS audit felt overwhelming until Ledger Board stepped in. They handled every document request and communication with clarity and expertise. The issue was resolved with no penalties.
Amanda L., Owner
Retail & E-Commerce
Our business faced a complex field audit, and Ledger Board guided us through every step. Their organization and communication kept the process under control and reduced our exposure.
Derrick M., Managing Partner
Construction
Ledger Board found errors in the IRS’s initial adjustments and successfully challenged them. Their professionalism and attention to detail made all the difference.
Susan T., Practice Owner
Healthcare
Experienced Representation
We manage audits across industries with disciplined documentation and communication.
Clear, Organized Responses
Every explanation and record is structured to meet IRS standards and reduce risk.
Responsive Support
Our team provides fast, accurate assistance throughout the examination.
Transparent Communication
You receive updates, clarity, and guidance at every stage of the audit.
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Connect with Leaders
Our leadership team provides guidance on audit strategy, compliance, and representation. Learn more about the professionals supporting your examination.
04. Guidance
Support resolution.
We negotiate outcomes and advise on next steps. You receive ongoing support through the entire audit.
03. Planning
Prepare accurate documentation.
We organize records, prepare explanations, and handle IRS communication. Every response is structured and compliant.
02. Analysis
Identify risks clearly.
We examine financials, tax returns, and documentation. Findings shape your audit response strategy.
01. Assessment
Review the situation.
We analyze the audit notice, your filings, and IRS concerns. This sets a clear direction for the engagement.
OUR PROCESS
Protect Your Business During an IRS Audit
IRS examinations require clarity, accuracy, and disciplined representation. Ledger Board provides the structure and support needed to navigate audits with confidence. Schedule a consultation to begin your audit engagement.