It is up to you to provide documentation for the tax deductions that you took on your tax return. Your Representative has to work with what you are able to provide to take to an audit. The IRS wants documents such as bank statements, receipts, cancelled checks, mileage logs, automobile receipts with odometer readings, settlement statements, etc.

When your tax return was prepared, the expert who did your return did not ask to see and did not audit all of these specific documents. We trust that you will provide us with a year end total for the deductions you claimed, and keep the back-up papers for your records. In the event of an audit, you will need to produce those for us.

We will assist you in compiling these records when necessary. Please talk to us about situations where you do not have, or cannot find complete records to support the deductions you claimed. If you spent the money, we often can help you identify alternative ways to substantiate your expenditures.