ReGen Tax Relief provides IRS audit representation and appeals assistance for individuals, self-employed taxpayers, and business owners facing federal tax examinations, proposed tax adjustments, and disputed IRS determinations.

Toni Hogan, EA, is a federally licensed Enrolled Agent authorized to represent taxpayers before the IRS. ReGen helps clients understand what the IRS is questioning, evaluate the supporting records, respond to examination requests, and challenge proposed adjustments when the facts and tax law support a different conclusion.

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IRS Audit Representation Services

An IRS audit is an examination of a taxpayer’s records and financial information to determine whether a tax return accurately reports income, deductions, credits, and other tax items.

Some examinations involve a limited request for documentation. Others require extensive financial records, explanations of business transactions, or discussions with an IRS revenue agent.

ReGen provides professional representation throughout the examination process, including:

• IRS audit notice review: Evaluating the examination notice, identifying the tax years and issues involved, and determining what the IRS is requesting.

• Audit preparation: Reviewing tax returns, financial records, and supporting documentation before responding to the IRS.

• IRS communication: Communicating directly with IRS examiners under an authorized power of attorney.

• Document requests: Organizing and responding to IRS Information Document Requests (IDRs) and other examination inquiries.

• Tax adjustment review: Evaluating proposed changes to income, deductions, credits, and tax liabilities.

• Dispute resolution: Presenting documentation, explanations, and applicable tax authority to address disagreements with the examiner.

• Appeals assistance: Preparing and presenting administrative appeals when examination issues cannot be resolved at the audit level.

The objective is to make sure the IRS considers the relevant facts, applies the tax law correctly, and reaches a determination supported by the available evidence.

Individual and Business Tax Audit Representation

Individual IRS Tax Audits

Individual tax examinations may involve income reported on Forms W-2 or 1099, itemized deductions, refundable tax credits, investment transactions, or other items reported on Form 1040.

Self-employed taxpayers may face additional scrutiny involving business income, deductible expenses, vehicle usage, or the distinction between personal and business expenditures.

ReGen assists individual taxpayers in identifying the issues under examination, evaluating documentation, and responding to IRS questions with accurate, relevant information.

Business IRS Tax Audits

Business examinations can involve more extensive records and accounting issues. Depending on the business structure and the scope of the audit, the IRS may examine gross receipts, deductible expenses, payroll reporting, asset purchases, depreciation, or transactions between the business and its owners.

ReGen provides audit representation for business owners who need assistance responding to IRS inquiries, reconciling financial information, and addressing proposed adjustments.

Business examinations may also reveal separate tax compliance or collection concerns. When that happens, ReGen evaluates those issues in the context of the overall IRS situation rather than treating each matter in isolation.

Representation During IRS Correspondence and Field Audits

Not every IRS audit follows the same process. The examination format determines how information is requested and how the taxpayer or representative interacts with the IRS.

Correspondence Audits

These examinations are generally conducted by mail and focus on specific items reported on a return. The IRS may request receipts, income records, or other documents to verify a deduction, credit, or reported transaction.

ReGen can help prepare responses, evaluate supporting records, and address proposed changes resulting from the correspondence examination.

Office and Field Audits

Office audits generally involve an examination conducted at an IRS office. Field audits may involve a revenue agent reviewing records at a taxpayer’s business, home, or representative’s office.

These examinations can involve broader financial questions, interviews, and multiple requests for information.

Professional representation helps establish an organized process for communicating with the examiner, responding to requests, and addressing issues as they arise.

IRS Appeals Representation When You Disagree With Audit Findings

An IRS examiner’s proposed adjustments are not necessarily the final determination.

If you disagree with the examination findings, you may have the opportunity to present additional documentation, discuss the issues with an examination manager, or request consideration by the IRS Independent Office of Appeals.

Appeals operates separately from the IRS examination function and provides an administrative forum for resolving qualifying tax disputes without litigation.

ReGen assists taxpayers with:

• Reviewing examination reports and proposed tax adjustments.

• Identifying factual or legal grounds for disagreement.

• Evaluating whether an administrative appeal is appropriate.

• Preparing written protests and supporting documentation.

• Representing taxpayers in conferences with IRS Appeals.

• Evaluating proposed administrative settlements and their consequences.

A successful appeal depends on the merits of the dispute. Simply disagreeing with the amount the IRS proposes to assess is not enough. The taxpayer’s position must be supported by relevant facts, documentation, or applicable tax law.

The IRS explains the requirements for requesting an appeal in its guidance on preparing an Appeals request.

IRS Audit Appeals Have Important Deadlines

Many examination notices provide a limited period to request administrative review.

For example, IRS Letter 525 generally provides 30 days from the letter date to submit an appeal request. A statutory Notice of Deficiency generally provides 90 days to petition the United States Tax Court, or 150 days in certain circumstances involving notices addressed outside the United States.

These are different procedures with different consequences. Missing an applicable deadline may limit the options available to dispute the proposed tax liability.

If you’ve received an examination report, a 30-day letter, or a Notice of Deficiency, the specific notice and its deadline should be reviewed before deciding how to proceed.

IRS Audit Reconsideration for Previously Assessed Taxes

Sometimes a taxpayer first seeks professional assistance after an audit has ended and the IRS has already assessed additional tax.

In certain circumstances, the IRS may reconsider a prior examination when the taxpayer provides information that was not previously considered.

Audit reconsideration may be appropriate when a taxpayer did not respond to the original examination, did not receive the audit correspondence, or has additional documentation supporting a different determination.

ReGen can evaluate whether audit reconsideration is available, review the original assessment, and help prepare a request supported by relevant records.

Audit reconsideration is not available in every situation, and it does not automatically suspend collection activity or extend other appeal deadlines. The IRS provides additional information about the audit reconsideration process.

Why Work With an Enrolled Agent During an IRS Audit?

You have the right to represent yourself during an IRS examination. You also have the right to authorize a qualified tax professional to represent you.

Enrolled Agents are federally licensed tax professionals with unlimited representation rights before the IRS. Unlike tax return preparers whose representation authority may be restricted, Enrolled Agents are authorized to represent taxpayers in IRS examinations, collection matters, and administrative appeals.

Working with ReGen means your audit matter can be handled by a professional who understands federal tax reporting, IRS examination procedures, and the relationship between proposed assessments and subsequent collection issues.

Toni Hogan, EA, brings years of tax and accounting experience to the evaluation of individual and business tax matters. Her approach emphasizes examining the underlying records, identifying the actual issues in dispute, and developing a response based on the taxpayer’s circumstances.

You can learn more about ReGen’s professional approach on the About ReGen Tax Relief page.

What to Expect When ReGen Handles Your IRS Audit

Effective audit representation begins with understanding the IRS’s concerns and evaluating the records available to address them.

1. Review the IRS Notice and Examination Issues

We identify the tax periods under examination, the issues the IRS has raised, the information requested, and any applicable response deadlines.

2. Evaluate the Tax Returns and Supporting Records

We examine the relevant returns, financial information, and documentation to determine which items are adequately supported and where additional information may be necessary.

3. Establish IRS Representation

When engaged to represent you, ReGen obtains the appropriate authorization to communicate with the IRS and address examination matters on your behalf.

4. Respond to the IRS Examination

We prepare and coordinate responses, communicate with the examiner, address requests for additional information, and evaluate proposed adjustments as the examination progresses.

5. Review the Findings and Available Options

When the IRS reaches its findings, we review the proposed adjustments and discuss whether agreement, further examination-level discussions, or an administrative appeal is appropriate.

Every examination is different. The scope of representation and the work required depend on the issues involved, the condition of the records, and the stage of the IRS proceeding.

What Happens If an IRS Audit Results in Additional Taxes?

If an examination results in additional tax, the next step depends on whether the taxpayer agrees with the assessment and can pay the resulting balance.

An audit dispute and a collection problem are not the same issue.

When the proposed liability is incorrect, the focus may be on challenging the adjustment through the appropriate examination or appeals procedures.

When the liability is correct but cannot be paid in full, ReGen may evaluate IRS tax resolution options, including an installment agreement or an Offer in Compromise, depending on eligibility and the taxpayer’s financial circumstances.

An unfavorable audit result does not automatically mean the taxpayer qualifies for debt reduction or other collection relief. Those options require a separate evaluation.

Get Professional Help With Your IRS Audit or Appeal

An IRS examination deserves a response based on accurate records, applicable tax law, and a clear understanding of the issues being reviewed.

If you’ve received an audit notice, are responding to an IRS examiner, or disagree with proposed tax adjustments, ReGen Tax Relief can help you determine what professional representation may involve and which steps are appropriate for your situation.

Request Your Free IRS Problem Assessment

Tell us about your IRS notice, the tax years involved, and the current status of your examination or appeal. We’ll review the nature of your IRS problem and discuss whether ReGen’s representation services are an appropriate fit.