Few pieces of mail land with quite the same thud as an audit notice. The moment you see “examination” or “audit” from the IRS — or from the California Franchise Tax Board — your mind starts racing. Did I do something wrong? Am I in trouble? Do I owe a fortune? Take a breath. An audit is a review, not an accusation, and with the right approach it’s very manageable. Here’s what IRS audit help in California really looks like, and how to protect yourself from the first letter forward.
First, understand what kind of audit it is
Not all audits are the same. Many are correspondence audits handled entirely by mail, often focused on a single item like a deduction or a source of income. Others are office or field audits that involve meeting with an examiner and reviewing more of your return. Knowing which type you’re facing shapes how you respond — and how much is really at stake.
Why the FTB matters too, not just the IRS
In California, you have two tax authorities to think about. The IRS handles federal returns; the Franchise Tax Board handles state ones. Importantly, the two often share information, so a change on one side can trigger interest from the other. Good audit help in California keeps both agencies in view rather than treating them in isolation.
Step 1: Don’t ignore the deadline
Audit letters come with response deadlines, and missing one is one of the worst things you can do. Silence can lead the agency to decide against you by default and assess additional tax. Even if you’re not ready with every document, responding on time — or getting an extension — keeps you in control.
Step 2: Gather your records carefully
An audit is ultimately about substantiation: can you back up what’s on your return? Organizing your receipts, statements, and supporting documents before you respond makes a real difference. Just as important is not volunteering more than what’s asked — a well-prepared, focused response usually serves you better than an unfocused document dump.
Step 3: Consider professional representation
You have the right to be represented in an audit, and you generally don’t have to attend meetings with the IRS yourself. Having an experienced attorney speak for you can keep the process on track, prevent misunderstandings, and ensure the examiner stays within the scope of the audit. Learn more about our tax practice and our approach to standing up for everyday people.
Step 4: Know that the audit isn’t the final word
If you disagree with the outcome, the process doesn’t end there. Both the IRS and the FTB have appeal procedures that let you challenge the findings. Many audit disputes are resolved on appeal, so an unfavorable initial result is not necessarily the end of the story.
Why “representing the little guy” matters here
Facing a government agency alone can feel intimidating, especially when the language is technical and the stakes feel personal. Our firm exists to level that playing field for Tri-Valley and East Bay residents — to make sure an ordinary taxpayer gets a fair, well-prepared hearing rather than being steamrolled.
Frequently asked questions
Does an audit mean I’m in trouble? Not necessarily. Audits can be triggered by random selection, a mismatch in reported information, or a specific item on your return. Many are resolved with documentation and no accusation of wrongdoing.
Should I talk to the auditor myself? You can, but you don’t have to. Many people find it far less stressful — and safer — to have an attorney handle communications so nothing is misstated.
What if the audit finds I owe more? You’ll typically have appeal rights and, if needed, options to pay over time or otherwise resolve the balance. An adverse finding is a starting point for the next step, not a dead end.
Can the California FTB audit me separately? Yes. The FTB conducts its own audits and can act on information shared by the IRS. We keep both agencies in mind when we represent you.
Get audit help today — free consultation
You don’t have to face the IRS or the FTB by yourself. The Somal Law Firm in Pleasanton provides IRS audit help to Tri-Valley and East Bay residents, guiding you through the process and standing between you and the agency. Call (415) 754-0115 for a free consultation or reach us through our contact page. Let’s respond to that letter the right way.
Attorney Advertising. This article is general legal information for Bay Area residents, not legal advice, and does not create an attorney–client relationship. Every situation is different — please consult a licensed attorney about your specific circumstances.