Advice on meeting with an irs agent

Asked over 1 year ago - Los Angeles, CA

please give advice on what and what not to say when meeting with an irs agent for the first time.

Attorney answers (6)

  1. David Andrew Mallen

    Contributor Level 14

    7

    Lawyers agree

    Answered . Yikes. If you don't have a savvy CPA or tax attorney representing you, at least spend a little bit for coaching.

    My two cents.

    Good luck.

    David A. Mallen offers answers on Avvo for general information only. This offer of free, general answers is not... more
  2. Andrew B Gordon

    Pro

    Contributor Level 11

    7

    Lawyers agree

    Answered . As Attorney Mallen mentioned, you should obtain competent counsel to assist you in this matter.

    Good luck!

    Andrew B Gordon is a CPA and attorney licensed to practice law in Illinois. The information provided here is for... more
  3. Ronald J Cappuccio

    Pro

    Contributor Level 16

    6

    Lawyers agree

    Answered . You are always better off having a tax attorney meet with the Revenue Agent. Is this audit of a business or personal tax return? Some personal matters are simpler and you may be able to handle the audit yourself. Nevertheless, you should contact a tax attorney and have the attorney review the matter before deciding whether to handle this by yourself.

    Good luck!

    Ron Cappuccio
    www.TaxEsq.com

    If you do not like this answer or disagree, please look at one of the other answers provided. It is not necessary... more
  4. David Warren Klasing

    Pro

    Contributor Level 11

    2

    Lawyers agree

    Answered . 1. I cheat on my taxes
    2. I hate paying taxes
    3. The U.S. Constitution does not require me to pay taxes
    4. I hate the IRS!
    5. I’m a member of the communist party
    6. Here is the set of books I used for my tax return – You can’t see the real set
    7. I only report the amount of income that is sourced to me on form 1099
    8. I play with my return until I’m paying the amount of taxes I feel I owe
    9. Did you shower this morning?
    10. I’m going to get even with you for this…

    Response intended to be humurous... But seriously - don't go into an audit without representation!

  5. Robert Jan Suhajda

    Contributor Level 17

    2

    Lawyers agree

    Answered . The best stragegy is to determine what are the strengths and weaknesses of your tax return, know the issues before the audit, and know the law also. I would meet with a tax professional to plan your strategy before the audit especially if there is a probabilty of a large adjustment and you are unfamiliar with tax law. Answer only the question answered briefly. Establish your credibility.
    Good Luck

    Disclaimer of California Attorney. Laws differ from state to state. Although the above response is believed to be... more
  6. Matthew Edward Williamson

    Contributor Level 15

    2

    Lawyers agree

    Answered . First, you don't always need an attorney - depends on how much money is involved and the issues (if it's $2,000 max you're going to owe and no allegations of fraud - under reporting, income, etc. and you haven't committed any crimes, etc), then you are probably fine because the costs of having an attorney present will probably be more that what you owe.

    Second - to answer your question...don't volunteer anything! Read up on the rules of what they can and can't ask. Do NOT show up early (be on time).

    Third - if it is a lot of money at stake, then at least go over the issue with a tax professional first to get help (AVVO general questions on what to say is NOT a substitute).

    Good luck with the situation.

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