IRS & State Agency Representation
Strong, strategic defense and expert representation for IRS and state tax issues.
When the IRS or a state agency contacts you, you need experienced professionals who understand how these agencies think, operate, and negotiate. We represent you directly — responding to notices, managing audits, defending your position, and resolving complex tax issues with clarity, strategy, and confidence.
IRS Audits & Examinations
Protect your position.
We manage every step of the IRS audit process — from preparing documentation to representing you in all communications, meetings, and inquiries.
State Tax Audits & Reviews
Navigate state agencies with confidence.
Whether it’s the Franchise Tax Board, Department of Revenue, or another state agency, we defend your case and ensure accurate responses to examiners.
IRS & State Tax Notices
Respond the right way.
We interpret letters, identify what the agency is pursuing, and craft precise responses to prevent escalation and protect your interests.
Back Taxes & Compliance Resolution
Bring your account back into good standing.
We help resolve outstanding balances, set up payment arrangements, and correct filings to bring you back into compliance — strategically and professionally.
Penalty & Interest Review
Reduce unnecessary costs.
We evaluate the accuracy of penalties, identify opportunities for relief, and prepare requests under accepted IRS and state guidelines.
Appeals & Dispute Support
Challenge incorrect findings.
If an audit result is wrong, we prepare and submit appeals, defend your position, and escalate the case through proper administrative channels.
Full Agency Communication
We speak — you relax.
We take over all communication with the IRS or state agency so you no longer deal directly with auditors or agents.
Auditors are trained to find discrepancies. We protect your position, handle communication, and ensure your responses are accurate and strategic.
In most cases, no. Once we file a Power of Attorney, we represent you directly and manage all examiner interactions.
Common triggers include income discrepancies, high deductions, 1099 mismatches, industry risk factors, or random selection. We identify the likely cause and respond accordingly.
Do not ignore it. Contact us immediately. We interpret the letter, determine the agency’s intent, and respond before deadlines.
Yes. We evaluate balances, correct filings, and negotiate payment arrangements under IRS and state guidelines.
Possibly. If you qualify under IRS or state rules (reasonable cause, first-time abatement, or agency errors), we prepare requests for penalty relief.
We evaluate the examiner’s findings and, if incorrect, prepare and file an appeal to protect your position.
Timelines vary based on the agency and complexity, but we manage the process and keep you informed throughout.
Yes — we represent corporations, LLCs, partnerships, S-Corps, sole proprietors, and multi-entity structures.
Strong Defense Expertise
Our team brings deep experience in how IRS and state auditors operate — allowing us to anticipate their approach, protect your position, and defend your case with precision.
Proactive Strategy for the Future
We don’t just resolve your current issue. We analyze the root cause, strengthen your systems, and build a strategy that reduces the chance of future audits or notices.
Daily Responsiveness
Audit situations can’t wait. We’re available every day to respond, update you, and communicate with agencies immediately when something changes.
Trust & Confidentiality
You’re placing sensitive financial issues in our hands. We protect your information, your business, and your peace of mind with absolute discretion and integrity.
Why Us
When the IRS or a state agency contacts you, you need more than basic support — you need a team that understands how audits work, how examiners think, and how to defend your position with precision. We bring strategy, experience, and strong representation to protect your business at every step.
INDUSTRIES WE SERVE
Tax disputes and audits impact every industry. We defend businesses across all 13 sectors — including restaurants, retail, real estate, e-commerce, professional services, healthcare, construction, and more.
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
By the Numbers
Local filings should be predictable and accurate. Here’s what our city and county compliance work looks like in practice.
$900M+
Tax filings and financial records reviewed in audit and dispute cases.
85+ Years
Combined Experience of IRS, state agency, and tax compliance experience.
50 States
Local compliance supported nationwide.
99%
Client Retention
04. Resolution
Reach the best possible outcome.
We finalize responses, negotiate payment arrangements if needed, challenge incorrect findings, and close the case with clarity and confidence.
03. Representation
We take full control.
We communicate directly with the IRS or state agency, represent you in meetings, manage all examiner requests, and protect you throughout the process.
02. Setup
Build your defense.
We develop a tailored strategy based on your facts, records, and risk exposure — then prepare documentation to support your position.
01. Assessment
Understand the full situation.
We examine notices, prior filings, financial records, and agency requests to determine what the IRS or state is pursuing — and why.
OUR PROCESS
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Testimonials
Business owners trust us to defend them through some of their most stressful tax challenges.
Ledger Board handled our IRS audit from start to finish. We didn’t have a single conversation with the auditor — they managed everything and kept us protected.
Mikayel I., Owner
Multi-Location Restaurant Group
We received a state tax notice for three prior years. Ledger Board reconstructed our records, responded to the agency, and resolved the issue quickly.
Maria M., CEO
E-Commerce Apparel Brand
The IRS claimed we underreported income. Ledger Board reviewed our books, challenged the findings, and their defense strategy made all the difference.
Anthony R.
Real Estate Investment Company
Connect with Leaders
Connect directly with the specialists who lead our IRS & State Representation services to discuss your situation confidentially.
Protect Your Business With Strong Representation
Complete the form and our team will review your notices, filings, and audit concerns — then outline a strategy to defend your position.