Audit Management & Defense

DMA’s State Income & Franchise Tax professionals provide Audit Management & Defense services focusing on your specific needs related to current, upcoming or past state income and franchise tax audits. We can manage the entire audit process on your behalf or review audit work papers at any time during the audit process and prior to the statute of limitations expiring. Most important, you can be assured that you will pay only the minimum tax due.

Our comprehensive audit management & defense service is flexible and can provide you with research and issues development resources along with an experienced tax professional that will become an extension of your tax department. Our audit involvement is entirely at your discretion. DMA’s full audit management services include:

  • Meeting with the auditor and devising an equitable audit plan
  • Reviewing all audit work papers in detail, including the audit methodology
  • Identifying overpayments to incorporate into the audit work papers
  • Negotiating issues and settlements at your direction
  • Determining if penalty and interest computations are accurate or can be waived
  • Documenting and presenting all findings to you and the auditor
  • Pursuing unresolved issues through the appropriate channels, with your approval

DMA can also be a “second pair of eyes” by reviewing the audit work papers at any time during the audit process or after the audit has concluded, as long as the statute of limitations remains open.

We focus on helping you reduce proposed audit assessments and providing you with recommendations to eliminate state income and franchise tax errors in the future.