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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Audit Policy

Making Finances Simple. Changing Lives.
IRS Audits come as simple notices in the mail. These notices require your response to clarify the inquiry being made by the IRS. Our policy in helping clients handle these notices is as follows:

Free Assistance
If you receive an IRS notice**, we will review the notice for you at no cost. We will also provide you with advice on how you should respond to the notice. However, you will ultimately be responsible for preparing the response and providing that response to the IRS. You will also be responsible for any future correspondence related to that initial notice. In the event your notice is due to an error on our part, we will prepare the response for you at no cost.

Full Service Assistance
If you receive an IRS notice**, you can choose to have us handle all of the audit details for you (including IRS correspondence, etc.). We will do so at an agreed-upon rate which we will discuss prior to any work being performed.

Feel free to contact us with any questions regarding our audit policy.

**NOTE: We only get involved with IRS audits related to tax returns prepared by us. If your return was prepared elsewhere, we do not provide assistance.
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CALL:
​(877) 970-9400
​
FAX:
​(877) 970-9401
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LICENSURE:
See Individual Profiles
LOCATIONS:
​Mission Viejo, CA
Meridian, ID


​​© 2023 Peshke Financial Inc., All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It’s recommended that you consult with your own advisors for personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice.