A few years ago, a company came in that was continuously being audited by the IRS. They had paid over $15,000 in penalties and interest for taxes owed on disallowed deductions. The previous advisor told them that this was a cost of doing business.
We looked at what the Service was disallowing, analyzed their business and helped establish the documentation to support the deduction. We also started monitoring them periodically and there hasn’t been a problem since.
So who do you know who only gets a chance to talk to their advisor at the end of the year, have them see us. We have a free initial consultation policy.
Tags: Client Service
Written by: Doug Rodrigues