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One of my favorite success stories of dealing with the IRS was pretty early in the stages of my career where a client was referred to me that was in the middle of an audit, and he had been working with the tax attorney for over a year. It was a very simple audit. Certain, a benefits plan was being audited, travel, meals, and entertainment was being audited.

Very basic, and he was a non-US person. So he had us citizenship, but he lived in Singapore for several years, and that was, that’s predominantly where his business was. So all of his records are in Cantonese or Mandarin. One of the goals in every audit is to limit the scope that the IRS is wanting to look at.

And so I was able to get them to limit the scope from a full year down to two months because this client, this specific client had carry forward losses. I was able to negotiate with the auditor for them to not pick up the following tax year based on these carry forward losses, a case that was very costly that had gone on for over a year.

I was able to get closed with minimal costs in two months without having to go through another year of audit, and everything was in a different language, so we were able to narrow the scope. That’s my favorite.