Audits

Tax Audit Advice

Imagine for a moment what is must be like to be an IRS auditor. Every day frightened taxpayers would come into your office with their shoeboxes full of receipts (or maybe no receipts at all) and sometimes bizarre stories. After a short while you would gain an almost intuitive sense of when you were hearing the truth and when you were being presented with something else. The whole process is improved when the taxpayer is organized and prepared.

When a taxpayer follows the tax law, operates a legitimate business with a profit motive and keeps proper records of his expenses any encounter with the IRS will be just business as usual. “MAKING TAX A GAME”does this by first explaining the IRS Audit Process, which begins with how the IRS determines which returns should be chosen and ends when there is a disagreement with the examiner and he gives the taxpayer his rights of appeal.

“MAKING TAX A GAME” provides additional guidance on items such as:

An explanation of why it is in the best interest of the taxpayer to be represented by an unemotional professional who knows the law and is experienced in the the audit Process
Explains why the success of your audit will largely be a function of the quality and completeness of your documentation and tax return preparation in addition to the quality of your representation at the audit.
“MAKING TAX A GAME” also provides the guidance and the filing system that can make a difference in your “quality and completeness”.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (866) 282-3127 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Tom Bass’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only taxpayer in that group.And I wish there was more my office could do to...

A Why Estate Planning Now Take by Accountable Solutions

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Tax Documentation Orange County, California Filers Should Keep and Why

Yes, it’s true, the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or the Fed are making...

How Orange County, California Taxpayers Can Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY families and small business owners , I'm hearing from many who are deeply struggling ... and who also find that here at Accountable Solutions we're one of the few...

Multilevel Marketing Tips for Orange County, California First-Timers

Summer break. For Orange County, California school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one...

Accountable Solutions’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Memorial Day always seems to be the mark of the start of summer: school’s out, pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange that a...

Tom Bass’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water” mode as...

Buy Now Pay Later Pitfalls Orange County, California Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

When Amending a Tax Return Is Right for Orange County, California Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if...

Why Disability Insurance Matters – Tom Bass’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps taxpayers like you can take now to help lower next...