How to Handle an IRS Audit: Tips from a Tax Resolution Specialist

If you’ve received notice of an IRS audit, take a deep breath. Yes, it can feel overwhelming—but with the right approach, you can get through it calmly and effectively. At Walker Tax Relief, we’ve helped countless individuals and businesses navigate this process, and we know that preparation, professionalism, and the right support can make all the difference.

Here are some essential strategies for handling an IRS audit with confidence.

1. Know What You’re Dealing With
Before anything else, it’s crucial to understand the audit process. The IRS conducts different types of audits—correspondence (by mail), office audits, and field audits. The notice you receive will indicate the type and scope of the audit. Be sure to read it carefully.

You also have rights as a taxpayer, including the right to representation and the right to appeal any decision you don’t agree with. The IRS outlines these in their Taxpayer Bill of Rights, which is worth reviewing: irs.gov/taxpayer-bill-of-rights.

2. Get Your Documents in Order
The IRS will request specific documents to support the items reported on your tax return. This might include:

Tax returns (current and prior years)

Receipts and invoices

Canceled checks

Bank and credit card statements

Logs for mileage or home office use

Organize these in a logical, easy-to-follow manner. A clean presentation helps show that you’ve taken the process seriously—and it can often make a favorable impression on the auditor.

3. Be Timely and Courteous
Once you’ve been notified of an audit, don’t ignore it. Respond promptly and professionally. If the notice includes a deadline to respond or provide documents, meet it. You may also want to call the IRS contact listed on the notice to confirm receipt or ask for clarification if needed.

If you need more time to prepare, you can request a postponement. The IRS will often grant reasonable extensions if you ask early.

4. Bring in Professional Help
Dealing with the IRS is rarely straightforward. That’s why having a seasoned tax professional in your corner can make a world of difference. As Northville’s only Certified Tax Resolution Specialist, I can represent you directly before the IRS, help interpret what they’re asking for, and manage communication on your behalf.

This is especially important if there are large dollar amounts at stake or if you’re unsure about your documentation. Don’t go it alone if you’re feeling overwhelmed—there’s no shame in calling in backup.

5. Be Honest and Direct
This isn’t the time for guessing or embellishing. If you don’t know the answer to a question, say so. It’s perfectly acceptable to tell the auditor you need to check your records or consult your representative.

Transparency and professionalism go a long way. Auditors aren’t out to punish you—they’re looking to verify information. Cooperating respectfully helps keep the tone of the audit constructive.

6. Document Everything
Keep a detailed file of everything you submit or discuss during the audit. This includes:

Copies of all documents you provide to the IRS

Notes from phone calls and meetings

Any written correspondence or emails

This documentation can be vital if the audit findings are disputed or if additional questions come up later.

7. Understand the Outcome—and Your Options
After the audit, the IRS will issue a report detailing any proposed changes. You have the right to review these and either accept them or challenge them. If you disagree, you can request a meeting with an IRS manager, file a formal appeal, or even go to Tax Court in some cases.

We routinely help clients understand their options and build a strategy for appealing unfair or inaccurate results.

You’re Not Alone
An audit doesn’t have to derail your life. With the right guidance and a calm, organized approach, you can face the IRS with confidence. At Walker Tax Relief, we specialize in resolving tax issues—so if you need someone to stand by your side, we’re just a call away.

Jennifer A. Walker, EA
Walker Tax Relief | 248-983-4TAX
Northville’s only Certified Tax Resolution Specialist
yourfriends@walkertaxrelief.com