Changing an Audit Form Office, Field or Mail

Authored by:

bishop toups attorney

Bishop guides clients with their various estate planning needs and helps them navigate the Medicaid system in Florida. Bishop also represents clients worldwide in front of the IRS. Bishop is also a V.A. accredited attorney and helps Veterans obtain benefits from the Department of Veterans Affairs.

Reviewed by:

Kerven Montfort

Kerven began his legal career as a criminal law attorney and was an assistant prosecutor for 7 years. Prior to joining Daily, Montfort, and Toups, Kerven served as the General Counsel for Florida’s Department of Military Affairs, where he was the chief legal and ethics officer for the state agency.

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If visiting the IRS would cause you great hardship, you can ask that the office audit be held at your home or business. Hardship means that you’re disabled and can’t travel easily or that you can’t carry large boxes of records.

While in most situations you don’t want the auditor coming to your home or office, if it’s what you need you have the right to ask for it.

Alternatively, ask that the audit be conducted by mail—that is, turned into a correspondence audit. You’ll need a good reason why you can’t come to the IRS office: illness or disability, lack of transportation, long distance from the IRS office, small children at home, or whatever. If your audit issues are straightforward, the IRS might agree to it, in which case read Chapter 2.

But the IRS might refuse, and instead offer to send the auditor to your place.

The third option: if the IRS accepts that you cannot attend an office audit and your tax return has marginal audit potential, the IRS might quietly drop the audit. Don’t count on it, however.

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