IRS problems? Good thing you've got people.
Take advantage of our Audit Services at an office close to you.
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Audit Assistance
Your people help you during the audit.
A free service for current H&R Block clients. Non-clients pay a flat fee of $75.*- Before the audit, you'll sit down with your qualified tax professional, and they'll go over exactly what to expect.
- IRS jargon can be confusing. Your H&R Block qualified tax professional will take a look at the actual notice from the IRS and explain what it means for you.
- Next, they'll research the tax records in question to help you understand why the IRS wants an audit.
- Then, your qualified tax professional will let you know what kind of records the IRS needs and help you put together all the materials.
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Audit Representation**
Your people take care of the actual audit itself.
A free service for H&R Block clients who've selected Peace of Mind® (POM) or Worry-free Audit Support® (WFAS). For H&R Block clients without POM or WFAS, a flat fee of $120 applies. Non-clients pay a flat fee of $200.*** Audit representation includes all services from Audit Assistance plus:- H&R Block will communicate directly with the IRS, state and local tax authorities on your behalf.
- This is when your representative stands in, and stands up, for you. You may not even have to attend the audit.
- Your H&R Block representative will present any arguments you have to the IRS and explain to them how your tax return was prepared. If necessary, they will challenge the IRS's position.
If you and the IRS still don't see eye to eye, H&R Block will continue to be there for you during the appeals process.- Appeals aren't common, but when they do happen, you're never alone. Your H&R Block representative will schedule the appeals conference and be there to professionally represent you.
What will happen once the audit is over?
For both Audit Assistance and Audit Representation clients, your people will help finalize the process.
- First, your representative will go through all the results with you. Then, they'll review the next steps.
- Finally, once everything's been reviewed, your people will help you negotiate with the IRS and settle any claims.
If you need help organizing your tax records, there will be an additional bookkeeping fee of $35 per hour for both clients and non-clients.* If all of your documents are already in order, no additional fee applies.
A Letter of Engagement is required for all audit services.
*At participating offices. Service is limited to four hours for non-clients. Fee of $40 per hour charged after initial limit.
**Signed Power of Attorney required. H&R Block does not act as a legal representative.
***At participating offices. Service is limited to ten hours for clients and non-clients. Fee of $40 per hour charged after initial limit. H&R Block clients who have purchased the Peace of Mind® extended service plan receive audit representation at no additional charge. TaxCut clients who have paid for and electronically filed their return may have Worry Free Audit Support®, which provides audit representation at no additional charge.
*At participating offices. Service is limited to four hours for non-clients. Fee of $40 per hour charged after initial limit.
**Signed Power of Attorney required. H&R Block does not act as a legal representative.
***At participating offices. Service is limited to ten hours for clients and non-clients. Fee of $40 per hour charged after initial limit. H&R Block clients who have purchased the Peace of Mind® extended service plan receive audit representation at no additional charge. TaxCut clients who have paid for and electronically filed their return may have Worry Free Audit Support®, which provides audit representation at no additional charge.