Tax Story

Few pieces of mail inspire as much anxiety in a taxpayer as an audit notice from the IRS. Dr. David and Marilyn Schlafer* were no different, so when they were randomly selected for an audit in 2007 and 2008, they realized that their current tax preparer could not adequately handle their needs. They turned to ShindelRock, and we helped them through the process and also reviewed their prior tax returns to make sure they were prepared correctly. After the audit, we corrected and amended several tax returns, which allowed them to receive the significant refunds to which they were entitled. They were again selected for an audit, this time for 2009. After their records were put under the magnifying glass, their 2009 audit resulted in no changes, to the satisfaction of both the ShindelRock team and the Schlafers.
*Names have been changed to protect client confidentiality