Stay Ahead of Audits and Protect Your Business

Proactive Tax Defense

Former IRS audit expertise applied to your books, filings, and systems so you can fix exposure early and move forward with confidence.

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Why Proactive Tax Defense Matters

Audits do not start with intent. They start with patterns.

Proactive tax defense identifies high risk signals before they trigger scrutiny, strengthens documentation before it is requested, and gives you clarity on where your exposure actually lives.

This is preparation, not panic.

What We Review

Filing Patterns

Tax return history and trends

High risk categories

Audit flags and triggers

Financial Structure

Chart of accounts

Expense classification

Reporting consistency

Documentation and Exposure

Documentation quality

State and local tax exposure

Supporting records

What You Receive

  • A clear audit readiness score and risk summary

  • A written vulnerability report with prioritized issues

  • Specific fixes and corrections tied to IRS standards

  • Documentation upgrades where needed

  • Guidance coordinated with your CPA

  • Clear next steps if deeper review is warranted

How the Proactive Tax Defense Process Works

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LET’S GET STARTED

Our team is ready to provide the attention, care, and expertise you deserve.