Audit Form and Instructions

Complete guidance for IRS audits and sweepstakes prize financial reviews.

Normal Audits

If you have received a notice from the IRS regarding an examination or audit, please complete this section as accurately as possible. The information you provide allows us to evaluate your case, identify potential issues, and prepare the most effective strategy for representing you before the Internal Revenue Service.

Please have the following available before completing this section:

• A copy of every IRS notice or letter you have received
• The tax return(s) being examined
• Supporting documentation related to the items under review
• Income records (Forms W-2, 1099, Schedule K-1, etc.)
• Business records, if applicable
• Bank statements and financial records relevant to the audit period
• Receipts, invoices, mileage logs, and expense documentation
• Any previous correspondence with the IRS
• The name and contact information of the assigned IRS Revenue Agent or Tax Compliance Officer, if available

Important Instructions

Please answer every question truthfully and to the best of your knowledge. Providing complete and accurate information helps us assess your case efficiently and avoid unnecessary delays.

All information submitted through this form is treated as confidential and is used solely for evaluating and preparing your representation.

Complete Your Normal Audit Form

Sweepstakes Prize Audit & Financial Review

Congratulations on your sweepstakes or lottery prize.

Large prize winnings often create significant federal and, in some cases, state tax obligations. This financial review is designed to evaluate your current financial situation, estimate potential tax liabilities, identify planning opportunities, and assist in maintaining compliance with applicable tax laws.

Please be prepared to provide:

• The total amount of your prize
• The date the prize was awarded
• Whether the prize was received as a lump sum or through installments
• Copies of all prize documentation and tax forms received
• Any taxes already withheld
• Your current employment and self-employment income
• Other sources of income
• Investment income
• Retirement income
• Information regarding businesses you own
• Estimated annual income
• Significant assets and liabilities
• Estimated tax payments already made
• Prior-year tax returns (if requested)

Why This Information Matters

This review helps us determine your current tax position, identify planning opportunities, and develop strategies that may reduce future tax exposure while maintaining full compliance with IRS requirements.

All information submitted is kept strictly confidential and is used solely for the purpose of evaluating your financial and tax situation.

Complete Your Sweepstakes Prize Review Form

Ready to get started?

Choose the appropriate form above and complete it with all available information. Once submitted, we'll review your case and be in touch shortly.