Compliance & Monitoring

Staying compliant can feel like a moving target. Deadlines, filings, and requirements are easy to miss when you’re focused on everything else. We help you stay on track, avoid penalties, and keep things running smoothly so problems don’t build up over time.

What we help with

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  • Did you receive a letter from a taxing authority notifying your return has been selected for audit? We can help determine why your return was selected and how to respond accordingly. Our knowledge and guidance will help you understand the audit process as well as expected outcomes.

  • Do you have an auditor assigned to your case who’s requesting a laundry list of financial records? It’s time-consuming compiling the documentation necessary to navigate an audit and difficult to understand how the information will be interpreted. This can lead to inflated tax assessments, penalties, and interest that could have been avoided. We can step in at any time during the process to help compile, analyze, and present information to your auditor to ensure the best possible outcome.

  • If you underwent an audit and the outcome was unfavorable, you could be facing a hefty tax bill to repay. Although the audit determination has been made, it doesn’t necessarily mean you are out of options. You may still have a window to appeal and dispute the findings. We can help determine if you have Appeal Rights and if there are findings available for dispute.

  • Did you undergo an audit, the outcome was unfavorable, but you missed your chance to appeal? Whether you didn’t appear for your audit, didn’t receive notice of the audit, or you have new information to present, an Audit Reconsideration may be an option for you to dispute the audit. We can help determine if you have grounds for Audit Reconsideration so you can pursue a more favorable outcome.

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FAQs

What does tax compliance mean?

1

Tax compliance means staying up to date with required filings, payments, and reporting so you avoid penalties or issues with the IRS.

Why is compliance important for my business?

2

Falling behind can lead to penalties, interest, and larger tax problems over time. Staying compliant helps you avoid unnecessary stress and costs.

What happens if I miss a tax deadline?

3

Missing a deadline can result in penalties and interest. If it happens, it’s best to address it quickly to minimize the impact.

How can I stay on top of tax deadlines?

4

Having a system in place is key. We help monitor your requirements and keep you informed so nothing gets missed.

Do I need ongoing tax monitoring?

5

If you have ongoing filing or payment requirements (especially as a business owner), consistent monitoring can help prevent small issues from turning into bigger ones.

Can you help prevent future tax problems?

6

If you have ongoing filing or payment requirements (especially as a business owner), consistent monitoring can help prevent small issues from turning into bigger ones.

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MEET OUR SPECIALISTS

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    Lindsey Erickson

    Director of Client Services

  • A smiling man with dark hair wearing a beige sweater over a white collared shirt, standing indoors by a large window with a blurred outdoor view.

    Dain Reardon

    Senior Associate

  • A middle-aged man with gray curly hair and a beard, smiling, standing indoors near a window, wearing a tan sweater over a white shirt and a watch on his left wrist.

    Thad Allen

    Senior Associate

  • A woman with long wavy blonde hair, wearing a cream-colored button-up cardigan and dark pants, standing indoors near a window with a cityscape background.

    Nicolette Zarlengo

    Associate

  • A woman with long dark hair, wearing glasses, a beige and white striped shirt, and blue jeans, standing indoors near a large window with an outdoor view.

    Nina Evelyn

    Licensed Representative

  • A woman with long, curly brown hair, wearing glasses, a nose ring, and a black patterned velvet top, standing near a window with a cityscape view.

    Cassie Hottenstein

    Licensed Representative

  • A man with light brown hair, mustache, wearing a beige button-up shirt and black pants, standing near a window with a view of an outdoor landscape.

    Dylan Davis

    Licensed Representative

Schedule your free consultation and learn more about how we can support your goals.

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