Here is some feed back that I received recently from a client regarding their IRS audit experience with me. Thank you for sharing Tom!
Steve –
As a small business owner, I have plenty of day-to-day issues to keep me busy without any surprises. So when I received notification from the IRS that I was going to be audited, I was really upset. How was I supposed to find the time to defend myself against a detailed examination of activities from years ago? Why was I chosen? What potential penalties could I be facing? I had a number of thoughts running through my head — NONE of them good!
So it was very refreshing to get you and your team involved in my audit. You took charge of the situation, gave me clear strategic direction along with a manageable to-do list. I had to put time and effort into the audit preparation, but it was all well worth it.
Thanks to your diligence and thorough handling of the examination preparation and the actual interaction with the IRS examiner, I passed my audit with minimal adjustments and, most importantly, NO CASH adjustments or penalties. This outcome demonstrates the complete and defensible work you have done for me in the past as well as the professional handling of the audit.
I sincerely value you as an adviser and appreciate the work you and your team do for me.
Thanks and best regards,
Tom Dunkel, President
TD Properties Unlimited, Inc.
