Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits of the deferred compensation plans of for-profit employers and Tax-Exempt and Governmental employers are conducted by the Employee Plans division of the IRS.  Employee Plan audits take significant time away from your normal business activities. 

If the IRS Employee Plans division has contacted you for an audit of your retirement plans,  I will represent you during the audit process.  Since I both audited retirement plans and trained IRS auditors, I am fully aware of the types of documents requested and the scope of these audits.

The IRS Employee Plans division may also contact you by questionaire from the Employee Plans Compliance Unit (EPCU).  Although these contacts are not audits, it is important that the correct responses are provided to the IRS.  I can work with you on your EPCU questionaire to help you provide the information in a timely manner.  Failure to respond can result in an Employee Plans audit.

You may also have plan operationa errors that need correction by filing with the IRS under their Voulantary Correction Program (VCP).  My firm can assist in the corrections and represent you before the IRS.

If you've received an audit notice from the Employee Plans division of the IRS or an EPCU questionaire, please fill out the form on the bottom of this page and I will be happy to discuss your situation. You may also call me at the number below.

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