Audit
Defense

For those facing a federal or state tax audit, let us be your shield.

We’ll Protect You

With a core of more than 70 attorneys and a diverse team of professionals (including CPAs, engineers, chemists, biologists, computer engineers and others) alliantNational can handle any situation encountered in the audit process. Although many CPAs are familiar with the application of the substantive law, additional knowledge and experience applying the numerous procedural mechanisms available to taxpayers can be invaluable in determining the course of your audit.
alliantNational’s team of experts helps with:

What Does Audit Defense Mean

Businesses are always striving to increase their bottom line, and oftentimes this involves taking as many tax deductions and credits as possible in order to reduce the company’s tax liability. The IRS is constantly on patrol for businesses claiming any deductions or credits that the agency deems to be “out-of-the-ordinary,” even if the company has rightfully claimed those amounts
If the IRS suspects a business has wrongfully claimed a deduction or credit, the agency can place the company’s tax return, or returns, under audit. These audits can be done through the mail, at a company’s place of business or even at an IRS field office. Audits can be both incredibly overwhelming and intimidating for any business, regardless of their tax experience.

What Does Audit Defense Entail?

A proper audit defense requires a detailed plan of attack with measured responses. The primary concerns when creating an expert audit defense include:

We’ll Be Your Defense

Already under audit? alliantNational will help you or your client avoid consequences from the IRS, including understatement and negligence penalties, as well as the potential unwinding of the captive formation and subsequent loss of benefits.
The time to act is now, and alliantNational can help defend your interests with:
“My experience at the IRS showed me exactly what it is that businesses face when the agency begins an audit. It can certainly be an intimidating experience, and that’s why working with alliantNational to help businesses through that daunting process is so rewarding.”

- Mark Everson

Former IRS Commissioner;
alliantgroup Vice Chairman

AUDIT DEFENSE

For those facing a federal or state tax audit

Let us shield you with a core of more than 70 attorneys and a diverse team of professionals alliantNational can handle any situation encountered in the audit process

We’ll Protect You

Although many CPAs are familiar with the application of the substantive law, additional knowledge and experience applying the numerous procedural mechanisms available to taxpayers can be invaluable in determining the course of your audit.

alliantNational’s team of experts helps with:

General Consulting

Pre-Examination Analysis

Risk Analysis

IRS Service Center Support

Audit Planning and Defense

Examination Planning and Litigation Support

Conference Appeals Representaiton

We’ll Protect You

Although many CPAs are familiar with the application of the substantive law, additional knowledge and experience applying the numerous procedural mechanisms available to taxpayers can be invaluable in determining the course of your audit.

alliantNational’s team of experts helps with:

General Consulting

Pre-Examination Analysis

Risk Analysis

IRS Service Center Support

Audit Planning and Defense

Examination Planning and Litigation Support

Conference Appeals Representaiton

WHAT DOES AUDIT DEFENSE MEAN?

Businesses strive to increase profits, often taking tax deductions and credits to reduce liability.

The IRS is constantly on patrol for businesses claiming any deductions or credits that the agency deems to be “out-of-the-ordinary,” even if the company has rightfully claimed those amounts

If the IRS suspects a business has wrongfully claimed a deduction or credit, the agency can place the company’s tax return, or returns, under audit. These audits can be done through the mail, at a company’s place of business or even at an IRS field office.

WHAT DOES AUDIT DEFENSE ENTAIL?

A proper audit defense requires a detailed plan of attack with measured responses. 

Efficient communications with the responsible IRS agents

Developing a strategy to give the taxpayer multiple options

Ensuring minimal financial impact for the taxpayer

Detailed preparation of IRS documents to present to the agency

Preparing witnesses for agency interviews or testimonials

Delivering memorandums responding to agency-flagged tax issues

Comprehensive
Compliance Assistance

  • Risk Pool and UTP Review
  • FIN 48 Analyses
  • Review of concern areas
  • Foreign Bank Report Filings analysis
  • Substantiation and documentation support




Proactive Risk Assessment

  • Evaluation of your captive’s risk profile
  • Identification of potential IRS red flags
  • Strategies to demonstrate risk distribution and legitimate insurance activities

Expert-Led Guidance

  • Team includes former IRS Commissioners
  • In-depth understanding of IRS scrutiny on captives
  • Up-to-date knowledge of IRS “Dirty Dozen” list and micro-captive issues
  • Tailored strategies to navigate complex IRS requirements

Robust Audit Defense

  • Expert representation during IRS audits
  • Assistance in avoiding understatement and negligence penalties
  • Protection against unwinding of captive formation
  • Preservation of captive insurance benefitsDecades safeguarding businesses against IRS audits, we ensure legal compliance. We resolve issues from previous providers, including contracts and fees. contracts and fees. fees.Decades safeguarding businesses against IRS audits, we ensure legal compliance. We resolve issues from previous providers, including contracts and fees. contracts and fees. fees.Decades safeguarding businesses against IRS audits, we ensure legal compliance.we ensure legal compliance.