Tax USA provides audit support and assurance services for West Palm Beach businesses and individuals. We represent you through IRS examinations, organize your documentation, and prepare financial statements that give lenders, investors, and partners confidence in your numbers.
Whether you received an IRS audit letter or need records that hold up to outside review, we organize the documents and handle the communication.
Call Tax USA at (866) 529-5558 for a free consultation.
Get IRS Audit Representation and Assurance Services in West Palm Beach
Choose a full engagement or only the services you need.
How Our IRS Audit Support Process Works
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IRS Record Retention Guide for West Palm Beach Businesses
Keeping the right records for the right length of time is the simplest way to shorten an audit. These are the general IRS guidelines.
| Record | Keep for | Why |
|---|---|---|
| Tax returns and supporting documents | At least 3 years | The general IRS assessment period |
| Records when income was underreported by more than 25 percent | 6 years | Extended IRS assessment period |
| Employment tax records | At least 4 years | Required after the tax is due or paid |
| Records for bad debts or worthless securities | 7 years | Extended period for these deductions |
| Property and asset records | Until the period closes for the year you sell | Needed to calculate gain, loss, and depreciation |
| Unfiled or fraudulent returns | No time limit | The assessment period never starts |
IRS Audit Help for West Palm Beach Businesses, Investors, and Self-Employed Taxpayers
Cash-based businesses, real estate investors, and self-employed professionals are common in West Palm Beach, and they are also areas the IRS reviews closely. Good records and a prepared response often make the difference between a short audit and a long one.
Types of IRS Audits: Correspondence, Office, and Field Examinations
Correspondence audits are handled entirely by mail. The IRS asks for documentation on a few specific items, such as charitable deductions, business expenses, or reported income. A complete, organized response often closes the case without further contact.
Office audits take place at a local IRS office and usually cover more items. Field audits happen at your home or business and are more common for larger businesses. Both require preparation: reconciled records, explanations for unusual items, and someone who knows what the examiner is likely to ask.
With a signed IRS Form 2848, we can represent you in correspondence and meetings, so you do not have to answer questions directly. We keep the audit focused on the items under review.
Financial Statement and Internal Controls Services for West Palm Beach Businesses
Assurance work gives outside parties confidence in your numbers. Lenders, landlords, franchisors, and potential partners often ask for financial statements that are complete, consistent, and supported by your records.
We prepare balance sheets, income statements, and cash flow statements from your reconciled books, and we review how cash, payroll, and expenses flow through your business. Weak controls, such as one person handling both deposits and reconciliations, create risk of errors and loss. We recommend practical fixes sized for a small business.
Good controls and clean statements also make future audits shorter. When the IRS or the Florida Department of Revenue requests support, the documents are already organized.
Why Choose Tax USA for Audit Support Services in West Palm Beach
Tax USA is a West Palm Beach firm with an office at 1892 Abbey Road. Clients work with the same local team every year, so the people handling your audit support work already know your history, your deadlines, and the details of your situation.
We explain your options in plain language and give you pricing in writing before any work begins. There are no surprise fees, and you can reach us by phone, by email, or in person Monday through Friday from 9:00 to 6:00.
Because we also provide accounting, payroll, tax preparation, credit repair, business filing, and insurance under one roof, your audit support work connects to the rest of your finances instead of sitting in a separate file with a separate provider.
Is Your West Palm Beach Business Audit-Ready?
Answer these six questions honestly. Each one reflects an area IRS examiners commonly review.
Answered no to two or more? Schedule an audit-readiness review before the IRS contacts you.
Serving Every West Palm Beach, FL Neighborhood
We work with individuals and businesses throughout West Palm Beach, in person at our Abbey Road office or by remote appointment.
Book IRS Audit Representation in West Palm Beach With Tax USA
Talk to our West Palm Beach team about your situation. The first consultation is free and there is no obligation.
Tax USA · 1892 Abbey Rd Ste J, West Palm Beach, FL 33415 · (866) 529-5558 · Taxusa@nexusbusinesses.com · Mon to Fri 9:00 to 6:00
Audit & Assurance FAQs for West Palm Beach Clients
What should I do when I get an IRS audit letter?
Note the deadline, do not ignore it, and contact us. We review what the IRS is asking for and prepare the response.
Do I have to meet with the IRS?
No. With your authorization, we can communicate with the IRS for you.
How far back can the IRS audit?
Generally three years from filing, with longer periods in some cases, such as substantial underreported income.
Can you help if another preparer filed my return?
Yes. We review the return and the audit items regardless of who prepared it.
What triggers an IRS audit?
Common triggers include income that does not match IRS records, large deductions compared to income, cash-heavy businesses, and repeated business losses. Some returns are also selected at random.
Do you help with Florida sales tax audits?
Yes. We help businesses prepare records and respond to Florida Department of Revenue sales and use tax audits.