Audits & Tax Controversies Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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If you have legal questions about tax controversies or you are being audited, you will likely want to retain a tax lawyer as soon as possible. Your tax lawyer will need to know the status of the audit as well as the auditing body. If you have been audited previously, your lawyer may also want to review the details of that situation and its outcome. You can learn more about business tax issues and how a tax lawyer can help you here

Prepare for your first meeting or call with a tax lawyer using Priori’s audit resources, including our audit worksheet. Using our audit checklist that sets forth key audits and tax issues, you’ll be able to think through the most important legal questions about tax controversies in advance of your meeting with your lawyer. You can even send your completed audit worksheet directly to your lawyer, so your lawyer can prepare in advance of your meeting and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a tax lawyer in our vetted network who can assist you with all your legal questions about tax controversies and audits.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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Audits & Tax Controversies Questions & Checklist
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