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As states look to meet budgetary needs, state tax controversy and audits emerge throughout all spectrums of state and local tax, including income and franchise, sales and use, employment and property taxes. Weaver’s state and local tax professionals have the technical knowledge, the relationships with government officials and the experience with resolving state tax disputes to help you navigate this process. Our team can handle all phases of the audit process. We first evaluate the audit issues identified, and then determine whether an appeal is warranted as well as the success probability for each issue. Our goal is to make the audit as easy as possible for our clients while protecting their best interests and minimizing tax liabilities. Our service offerings range from full service audit management to customized representation services as needed during the audit process. Our services include: Tax Controversy and Audit Representation Managing the controversy and audit process including: Working with state and local tax auditors to address issues as they arise Identifying potential overpayments to offset any tax assessment Analysis of documents as they relate to the taxpayer’s position Obtaining letter rulings to clarify the state’s position on taxpayer specific facts Preparation of administrative appeals and refund claims with appropriate documentation Working with tax authorities to facilitate the possibility of a non-litigation result Representation through all stages of the administrative process Assistance in the settlement process Assistance with helping clients to take corrective action © Copyright 2016, Weaver and Tidwell, L.L.P. Weaver has offices in Austin, Conroe, Dallas, Fort Worth, Houston, Los Angeles, Midland, San Antonio and Stamford. For more information visit weaver.com. For more information contact: Shane Stewart, CPA Director-in-Charge, Indirect Tax State and Local Tax Services [email protected] 972.448.9250 George Rendziperis, JD Director-in-Charge, State and Local Income Tax Services [email protected] 512.609.1910

Tax Controversy and Audit Representation...help you navigate this process. Our team can handle all phases of the audit process. We first evaluate the audit issues identified, and then

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Page 1: Tax Controversy and Audit Representation...help you navigate this process. Our team can handle all phases of the audit process. We first evaluate the audit issues identified, and then

As states look to meet budgetary needs, state tax controversy and audits emerge throughout all spectrums of state and local tax, including income and franchise, sales and use, employment and property taxes. Weaver’s state and local tax professionals have the technical knowledge, the relationships with government officials and the experience with resolving state tax disputes to help you navigate this process.

Our team can handle all phases of the audit process. We first evaluate the audit issues identified, and then determine whether an appeal is warranted as well as the success probability for each issue. Our goal is to make the audit as easy as possible for our clients while protecting their best interests and minimizing tax liabilities.

Our service offerings range from full service audit management to customized representation services as needed during the audit process. Our services include:

Tax Controversy and Audit Representation

⊲ Managing the controversy and audit process including: ⊲ Working with state and local tax auditors to address issues as they arise ⊲ Identifying potential overpayments to offset any tax assessment

⊲ Analysis of documents as they relate to the taxpayer’s position ⊲ Obtaining letter rulings to clarify the state’s position on taxpayer specific facts ⊲ Preparation of administrative appeals and refund claims with appropriate documentation ⊲ Working with tax authorities to facilitate the possibility of a non-litigation result ⊲ Representation through all stages of the administrative process ⊲ Assistance in the settlement process ⊲ Assistance with helping clients to take corrective action

© Copyright 2016, Weaver and Tidwell, L.L.P.

Weaver has offices in Austin, Conroe, Dallas, Fort Worth, Houston, Los Angeles, Midland, San Antonio and Stamford. For more information visit weaver.com.

For more information contact: Shane Stewart, CPA Director-in-Charge, Indirect Tax State and Local Tax Services [email protected] 972.448.9250

George Rendziperis, JD Director-in-Charge, State and Local Income Tax Services [email protected] 512.609.1910