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AUDIT DEFENSE
Good News, Bad News
We've been representing our clients in IRS audits since 1978, but from the beginning, there was a problem. Audits can be time-intensive, and we have to charge for our time - so when it was all over there was often a good-news/bad-news moment.
"The good news is that you don't owe the IRS $5,000; we got a 'no change' verdict on the audit. The bad news is that you owe ME $5,000..."
So here was the dilemma: if you got audited, you were going to be owing SOMEONE a lot of money. You hadn't done anything wrong, you hadn't filed "aggressively," you might have just invested in a partnership, or real estate, or claimed some unreimbursed employee expenses. And BAM, audited.
What To Do?
We began offering our Audit Defense service back in 1985 to take the bite out of audits. Audit Defense is essentially audit insurance. If we prepare your tax return, for a small additional charge, you will pay nothing more for our audit representation, if you get audited. Period. Whether the audit takes four months, or four years.
There have been other companies which have offered something similar to this, but usually it cost more, and they couldn't deliver. Our advisors can represent you in front of the IRS because they are "enrolled agents" and licensed to represent you before the IRS. So you can stay home, go to work, and relax.
Here are some testimonials from clients who have used our Audit Defense service:
"Prior to using the services of Allied Tax Planners, we relied on a CPA and followed his advice. In 1993 the IRS audited us for the years 1991 and 1992. Following our CPA's advice, we ignored the IRS and prepared to go to Tax Court where our CPA, having obtained our power of attorney, was to be our representative, with his statement and promise that he would take care of us! As the court date neared, a meeting was set with the IRS attorneys in pre-conference. The CPA again assured us not to worry, as he would be there to take care of the IRS pre-conference.
He failed to appear at the meeting, plus he did not respond to the IRS agent sent to his office by the IRS attorney. Our 'trusted' CPA of over twenty years refused to communicate. We were forced to represent ourselves at Tax Court due to a time constriction. The results... grief, time wasted, over $40,000 in taxes, fines, interest and a bad case that followed us for the next three years (93, 94, 95). An exorbitant amount of money was wasted due to bad advice from our CPA and his untimely lack of help when his recommendations were challenged.
Mr. Bradley Haupt, EA, CFP, of Allied Tax Planners handled our 1996 taxes. Along with tax advice and preparation, they offered an "Aduit Defense" package. We fortunately purchased it as the IRS again audited us for the year 1996. Mr. Haupt took all of our records and without us having to be subjected to the terrors of the IRS, met with their auditor for two days. The end result was the IRS accepted the year 1996 as filed. What a difference; five years of pain, suffering and significant financial loss due to bad representation. Once our taxes were handled properly with "Audit Defense" all went well.
Thank you Mr. Haupt and Allied Tax Planners, see you next year."
Barry W., 1999
"Dear Brad:
It seems the IRS loves to pull our file for audit and while it should be a scary experience, you have made it one that is comfortable and easy to prepare for.
You took the time to educate us on what documentation to record and a very simple way of doing it. We are very grateful to you that our record system is so organized.
When you first mentioned your audit service, we considered declining because we saw it like a warranty you buy on something, but never use. We had never been audited before and did not expect we ever would be. We got the service and figured it would give us peace of mind. IRS, however, has some pretty weird things they flag people for, and as you know, we've been tagged three times in the last five years! We are pleased that each time has resulted in a "no change," even though we take a very aggressive stance on deducting. Your Audit Defense provides us peace of mind, like insurance, because you never know when you'll need it and because it's there when you do.
Your professional appearance with us at the IRS removes any intimidating factors we would feel if we had to face them on our own. Thanks for being there to help us so many times already! This is one of the most in-valuable services you provide us."
Vic & Cheryl G., San Mateo, CA 1999
Call Allied Tax Planners and schedule your appointment today!
925-248-6800
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