Clear, Structured Support for IRS And State Tax Audits, Notices, and Income Verification
IRS & State Tax Audits
IRS and state tax audits require precise documentation, organized communication, and accurate clarification of income or deductions. Ledger Board reviews every detail of your return, prepares supporting records, and manages all correspondence with tax agencies. You receive disciplined guidance designed to resolve issues efficiently and protect your financial position.
04. Guidance
Support final resolution.
We review agency findings, correct issues, and prepare amendments when needed. You receive clear steps for maintaining compliance moving forward. This helps prevent future notices or audits.
03. Response
Prepare accurate submissions.
We organize tax records, explanations, and supporting materials for clear submission to the IRS or state. Each communication is structured to reduce questions and prevent misunderstandings. Our goal is to present your information accurately and confidently.
02. Analysis
Identify discrepancies early.
We examine income sources, deductions, statements, and supporting documents to confirm accuracy. Any inconsistencies or missing items are identified and addressed. Findings guide the documentation we prepare for the agency.
01. Assessment
Clarify the audit scope.
We review the IRS or state notice, tax transcripts, and return details to understand the issue. This includes identifying required documents and potential risk areas. From there, we outline a clear plan for preparation.
OUR PROCESS
Audit notices are typically triggered by mismatched income, deductions that require verification, residency concerns, or discrepancies between third-party reporting and your return. Some audits are random, while others result from automated matching systems. We review your tax transcripts and the notice to identify the exact trigger. This allows us to prepare targeted documentation and explanations.
Documents may include W-2s, 1099s, bank statements, brokerage reports, receipts, charitable contributions, residency proof, or business expense records. State audits may require additional documents related to residency or multi-state income. We help gather, organize, and present all necessary records. Proper documentation significantly improves audit outcomes.
A CP2000 is not a full audit but an IRS notice showing differences between your tax return and third-party reported income. It often involves wages, interest, dividends, or 1099 income. We review your transcripts to confirm which amounts are accurate and prepare a corrected response or amendment if needed. Quick action helps prevent penalties and interest.
Yes, if income was not reported correctly or deductions cannot be supported. However, many increases come from misunderstandings or incomplete documentation. We analyze the issue, prepare evidence, and challenge incorrect adjustments. This helps minimize changes and protects your tax position
Most correspondence audits take several weeks, while more complex reviews may last months. Timelines depend on documentation, agency workload, and the complexity of your return. We help prepare accurate submissions to reduce delays and improve turnaround time. Clear communication ensures your case progresses efficiently.
You can dispute the findings by providing additional documentation, explanations, or filing an appeal. Many assessments include errors that can be corrected with structured review and organized evidence. We prepare disputes and handle communication with the IRS or state to support a fair resolution.
Yes. We can step in at any stage to review previous submissions, identify issues, and prepare stronger documentation moving forward. Our involvement improves accuracy and strengthens your position with the agency. Clients often see improved outcomes when professional support begins mid-audit.
We help obtain missing information through transcripts, bank statements, brokerage downloads, or alternative verification documents. Supporting evidence can often be recreated or substituted according to IRS guidelines. This ensures you can still meet audit requirements.
It can, especially if the IRS or state identifies recurring issues or requires amended filings. We guide you through correcting underlying problems and improving documentation for future years. Stronger record-keeping helps prevent repeat notices or audits.
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WHO WE SUPPORT
We assist individuals facing IRS or state tax reviews, providing support for simple inquiries, complex examinations, and multi-year audit issues. Our work strengthens clarity, reduces uncertainty, and ensures clients are prepared with accurate documentation.
W-2 Earners
Clear reporting for wages, benefits, and multi-state income.
Self-Employed, 1099 Contractors & Schedule C Filers
Organized filings for gig-workers, freelancers, and Schedule C filers.
Business Owners & S-Corp/LLC Members
Integrated personal filings for S-Corp, LLC, and partnership income.
Real Estate Investors
Accurate reporting for gains, losses, and rental property activity.
Guidance for RSU, ISO, ESPP, and stock sale reporting.
High-Net-Worth Individuals
Support for complex investments and multi-entity income.
Retirees & Individuals with Fixed Income
Support for pensions, Social Security, and investment distributions.
Trusts, Estates & Beneficiaries
Clear reporting for fiduciary and inheritance income.
IRS Correspondence Audits (Mail Audits)
Respond with clarity.
We prepare structured responses for IRS mail audits, including CP2000, math error notices, and document requests. Every explanation is supported with accurate records. This helps resolve issues quickly and prevents unnecessary adjustments.
IRS Office & Field Audits
Present records correctly.
We organize income verification, deductions, statements, and supporting documents for in-person or office audits. Each submission is prepared to align with IRS expectations. Our approach strengthens accuracy and reduces unnecessary scrutiny.
State Tax Audits (FTB, DOR, DRS, DOR)
Navigate state requirements.
We review state income questions, residency issues, and income matching discrepancies to ensure accurate reporting. Each explanation is structured to address state-specific rules. This brings clarity and reduces potential penalties.
CP2000 & Underreporting Notices
Resolve mismatched income.
We review IRS wage and income transcripts to identify discrepancies between your return and reported data. Our team prepares corrected responses or amendments when needed. This helps avoid assessments and protects your tax position.
Residency & Multi-State Tax Reviews
Clarify residency status.
We analyze documentation related to living arrangements, work location, and income sources to address residency-based audits. Each clarification is prepared to match state rules. This prevents incorrect assessments and double taxation.
Return Amendments & Compliance Corrections
Fix errors accurately.
We amend returns when needed to correct reporting issues identified during audits. Every adjustment is supported with precise calculations and documentation. This ensures your filings remain compliant and defensible.
By the Numbers
Ledger Board provides audit support for individuals across income levels, industries, and state jurisdictions. Our work reflects consistent results and improved tax compliance.
2,000+
IRS & State Cases Reviewed
85+ Years
Combined Experience
50 States
supported nationwide
99%
Client Retention
Audit-Focused Expertise
We understand IRS and state audit procedures across multiple notice types.
Accurate, Organized Documentation
Every submission is structured to meet agency expectations.
Responsive Support
Our team handles issues quickly and keeps your case moving forward.
Transparent Communication
You receive consistent updates, explanations, and next steps.
Resolve Your IRS or State Tax Audit
IRS and state audits require accuracy, structure, and disciplined communication. Ledger Board provides organized support that strengthens your position and moves your case toward resolution. Schedule a consultation to begin your engagement.
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Connect with Leaders
Our leadership team provides clear guidance on IRS and state audits. Learn more about the professionals supporting your engagement.
Testimonials
Individuals rely on Ledger Board for structured communication, organized documentation, and clear support throughout IRS and state audits.
The IRS questioned several items from my investment accounts. Ledger Board prepared every document and resolved the adjustments with clarity.
Emily K., Investor
Wealth & Investments
As a consultant with multi-state income, my audit felt overwhelming. Ledger Board organized my records and helped reduce the proposed changes significantly.
Robert T., Consultant
Professional Services
I received a CP2000 notice with mismatched income. Ledger Board handled the entire response and corrected the issue quickly.
Linda S., Retiree
Fixed Income Households