Audit Representation for Estates

Even the most well planned estates are susceptible to audit by the Internal Revenue Service (“IRS”). In fact, it is quite common for an estate tax return to be subjected to some level of review or audit by the IRS. At Lewis Business & Estate Planning, APC, we skillfully advocate on behalf of clients on estate and gift tax audits. Our audit representation includes assisting the client with gathering requested documentation to substantiate the positions taken on the return, asserting any applicable defenses, and negotiating with IRS toward a settlement, when appropriate.

If you need assistance with an estate tax audit or have recently received a letter from the IRS requesting additional information in connection with a previously filed estate or gift tax return, please contact us to schedule a complimentary consultation at (714) 581-8808.

CONTACT INFORMATION

Lewis Business & Estate Planning, APC
949 South Coast Drive, Suite 555
Costa Mesa, CA  92626
Phone: (714) 581-8808
Fax: (714) 581-8809

 

ATTORNEYS
Christy L. Lewis, J.D., LL.M: clewis@lewisplanning.com
Jessica Ertel, J.D.: jertel@lewisplanning.com


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