Help with State Tax Audits, Notices and Investigation Letters
If a state tax agency is auditing your business or sent you a notice or investigation letter, Lion Business Services organizes your records, prepares the documentation the auditor asks for and — where the state allows, with your signed power of attorney — acts as your appointed representative and meets with the auditor for you. Sales tax, payroll tax and income tax matters, in English and Spanish.
What's included
- Sales and use tax audits
- Payroll and withholding tax audits
- Business and individual income tax audits
- State tax notices and investigation letters
- Appointment as your authorized representative, where the state allows
- Meeting with the auditor and providing the documentation
- Reconciling sales records and bank deposits to the returns filed
What to bring
- The audit letter or notice (all pages)
- State tax returns for the audit period
- Sales records or point-of-sale reports
- Bank statements for the audit period
- Payroll reports, if it is a payroll audit
- Any letters you already exchanged with the state
How it works
- State Audit & Notice Discovery: we review the letter and your records
- You receive a written discovery with the issues and the plan, usually within 1–2 business days
- No obligation. If you hire us, the discovery fee is credited to the engagement
- You sign the state's power of attorney so we can act for you
- We prepare the documentation, meet the auditor and follow up through the final result
Frequently asked questions
Do I have to meet with the auditor myself?
Not always. Where the state allows and you sign a power of attorney, we can meet with the auditor and provide the documentation for you.
Is this only for income tax?
No. We help with sales tax, payroll tax and income tax audits, as well as state notices and investigation letters.
My books are not ready for the audit. Can you help?
Yes. If your records need to be reconstructed, bookkeeping is quoted separately after the discovery.
Can you guarantee the audit result?
No. The result depends on your records and on the state. We make sure your side is organized, documented and presented correctly.
Auditorías y cartas del estado
Si el estado está auditando su negocio o le envió una notificación o carta de investigación, organizamos sus registros, preparamos la documentación que pide el auditor y —donde el estado lo permite, con su poder firmado— actuamos como su representante y nos reunimos con el auditor por usted. Impuesto sobre ventas, nómina e ingresos, en español.
💬 Escríbanos por WhatsApp