Take advantage of our Tax Audit Support at an office close to you.
If you're audited, there are 2 ways H&R Block can make your life easier, whether or not you're one of our clients, no matter what
tax year.
1. Audit Assistance is when we help a taxpayer understand the position taken by a taxing authority through
an audit request and assist the client in preparing an audit response. H&R Block Clients are covered by the H&R Block guarantee. We can also help you if you did not have your tax return completed by H&R Block. Please call your local office for a current fee schedule.
Product highlights:
- Review the tax authority notice or inquiry and explain what it means.
- Help research issues involved.
- Assist the client in assembling documents and records for the audit.
- Explain to the client what to expect during the audit.
- Review the audit findings and explaining them to the client.
- Explain the appeal process and other options available to the client in the event
the client disagrees with the tax authority’s findings.
is when we communicate with the taxing authority on a taxpayer’s behalf
and represent a taxpayer in an audit proceeding. Only Enrolled Agents (those tax professionals qualified
through the procedure outlined in Circular 230) can provide Audit Representation to a Client.
This is a free service for H&R Block clients who've selected
the
Peace of Mind® Extended Service Plan or who are covered by Worry-free Audit Support.
* For H&R Block clients without the Peace of Mind
®
Extended Service Plan or
Worry-free Audit Support, or if you did not have your tax return completed by H&R Block, please call your local office for a current fee schedule.
Audit Representation includes all services from Audit Assistance plus:
- Communicating directly with the tax authority on the client’s behalf.
- Answering questions for the taxing authority about the preparation of the client’s tax return.
- Acting on and asserting arguments on the client’s behalf.
- Challenging the tax authority’s position if necessary.
- Following up regarding any outstanding issues or further documentation that has been requested.
- Researching any issues that may come up during the audit.
- Meeting again with the tax authority to resolve any further issues.
- Negotiating and settling claims with the tax authority.
- Assisting with the appeals process.
A Letter of Engagement is required for all Tax Audit Support. Tax Audit Support constitutes tax advice only. Consult your own attorney for legal advice. Additional fees and conditions apply. Power of Attorney required for Audit Representation Services. At participating offices.
*At participating offices.
