top of page

ASSEMBLING AUDIT DOCUMENTATION

WHAT YOU NEED TO KNOW ABOUT YOUR DOCUMENTATION

YES, You will still need to assemble your own documentation, but you are not alone.

The Audit Defense Package will guide you so you don't miss any important details.

What documentation is needed when being audited?

Medical records from a dentist or doctor, account summary from a drug store, real estate taxes, your receipt or invoice for the preparation of last years’ tax return, union dues, bank statements, credit/debit card statements, cell phone records, internet/cable monthly invoices, charitable contributions information, information from your calendar, driving distances from mapquest.com, etc.

Who will have this documentation?

You will have to gather this documentation. Your tax preparer will NOT have these documents and this package doesn’t include your personal documents.

Why do I need so much documentation?

Yes, this is a lot of effort just for you to get to the best case scenario, for the auditor to just say “OK, we accept your tax return just as you filed it.” And that result is not even guaranteed. The required explanations for each deduction are already written for the taxpayer, to explain why the expense is related to a job or business. Without documentation along with these explanations, the expenses will be automatically disallowed.

Please reload

THE SOLUTION: THE AUDIT DEFENSE PACKAGE

The best, most powerful, most efficient solution to tax audit problems.

The Audit Defense Package is the first and only product of its kind in the United States.

When you purchase the Audit Defense Package, you will get all the information you need to stay informed and organized during the tax audit process. For each specific tax deduction, we include the specifics of what is required and how it should be displayed, in a schedule already structured and printed for you. 

bottom of page