IRS Audit Support | Strategic Preparation, Informed Representation

Strategic Preparation

Start by thoroughly analyzing the IRS audit notice to understand exactly what is being examined—tax year(s), specific line items, and requested documentation. Identifying the scope early prevents over-disclosure and allows you to tailor your response strategically.

Secure Authorization & Establish Representation

File the appropriate authorization form to officially represent you before the Internal Revenue Service. This ensures all communication flows through our firm and protects you from direct and potentially stressful contact.

Compile Documentation & Risk Reduction

Gather and reconcile all relevant financial records—tax returns, general ledgers, bank statements, payroll reports, and supporting schedules. Ensure documents align with what was filed and address any discrepancies before submission. A well-organized, consistent response strengthens credibility and can significantly streamline the audit process.

How We Support You During an IRS Audit

IRS audit support begins with a detailed review of your tax and financial situation and a customized strategy.

The requested documentation is analyzed, information consistency is validated, and a clear strategy is defined. Throughout the process, Cerboni serves as a point of support by organizing communication, preparing the required information, and supporting informed decision making, always with a focus on compliance, control, and protecting your interests.

51f5ba6043e850abdec119930fc84a743f35f673 (1)

Restaurant & Hospitality

We help you organize your numbers, control costs, manage payroll, and protect your margins — so you can focus on operations, service, and delivering exceptional guest experiences.

Architecture

We support architecture firms with structured financial management, project cost control, and long-term planning bringing clarity and stability to every phase of your projects.

Real Estate

We support real estate investors and operators with clear financial visibility across properties, cash flow, and long-term performance helping you protect and grow your portfolio with confidence.

Medical

We support medical practices with accurate accounting, payroll, and tax management — so you can focus on patient care with financial peace of mind

Construction

We help construction businesses control project costs, manage cash flow, and stay compliant — keeping every job financially on track.

“It’s been my pleasure to work with Sal B. and his team at Cerboni as my firm implemented R365 software. My focus was specifically on inventory management and Sal and his team were essential to my understanding of the product. Sal B. is knowledgeable, and a patient instructor, and he and his team are professional and efficient. I would highly recommend Sal B. and his colleagues at Cerboni.."

Philip Hamilton

“All I can say is I wish I had switched to Cerboni earlier. What a blessing they are to my organization. The best part is they are so familiar with the restaurant industry, my POS system & my partnered accounting software, so it is an awesome match. Their excellence is shown in every detail, conversation & work being done."

Jessica Delgado

“I am beyond pleased with the work of the Cerboni team. Their professionalism, deep knowledge of the restaurant industry, and consistent attention to detail have been invaluable to our business. They not only handle the numbers with accuracy and efficiency, but they also provide thoughtful insights that help us make smarter financial decisions. Their support has given me peace of mind and a stronger grasp on the financial health of our restaurant. Highly recommended. Special thanks to Bina, Jody, and Maria for all their help and dedication. No matter who you work with on their team; you wont be disappointed."

Rainer Shaw

“Restaurant365 is the Rolls Royce of accounting software in the restaurant industry. Like any tool, it is only as good as the data input, the interpretation of the data, and the implementation of the action resulting from proper interpretation. Cerboni covers all 3 areas as a Rolls Royce themselves! Their accounting arm has our books in impeccable shape, easy to use. Then, their CFO service kicks in to help us not only interpret results, but develop a specific action plan to implement corrective action, that they then monitor to help us hold the gains. The ROI on our partnership with Cerboni Services is nearly unmeasurable; highly recommended!"

Steve Gotberg

“Sal is the absolute best! I'm new to my company and he has taken great care and time to thoroughly explain everything, help me get up to date and really understand all aspects of our inventory and reporting systems. I highly recommend Cerboni Consulting, and especially Sal :)."

A.J. Graham

“Cerboni Financial Services has been wonderful to work with! Everyone that we have worked with has been professional and provided priceless insight in running our business. The payroll and operations teams make the processes seamless!"

Ginger Harrelson

“Sal, Luis and the whole team were wonderful to work with. They were extremely patient while I learned the system and answered my questions quickly and thoroughly. They also worked to find alternative solutions when the most common way to do things wouldn't work for us. I would highly recommend Cerboni to anyone who needs operations assistance with systems and processes."

Kerri Welch

“During the past year, we have enjoyed working with Cerboni for our two new restaurants in Texas. They are professional and thorough in their reporting, advice and follow-up. Jody, as the CFO advisor has been extra helpful in pushing us to improve our metrics and profitability."

Brian Sneed

What makes Cerboni unique in the financial services market?

Cerboni combines industry specific accounting expertise with proactive financial strategy. We specialize in serving restaurants, hospitality businesses, medical practices, construction companies, and real estate firms, providing bookkeeping, payroll services, tax compliance, CFO consulting, inventory management, bill pay, and IRS audit support in one place.

Rather than focusing only on compliance, we act as a financial partner. We deliver clear reporting, strategic insight, and ongoing guidance to help business owners improve profitability and long term financial performance.

What kind of reports and analysis do you provide?

Cerboni provides customized financial reports designed around your industry and business model. Our reports include profit and loss statements, balance sheets, cash flow analysis, payroll reports, inventory tracking, project cost reports for construction, and property level performance reporting for real estate.

In addition to standard accounting reports, we provide financial analysis that helps you understand margins, control expenses, improve cash flow, and make informed business decisions.

How do you handle the confidentiality of financial information?

Cerboni takes financial data security and confidentiality seriously. We use secure accounting platforms, encrypted systems, and strict internal access controls to protect sensitive financial information.

Our team follows professional financial standards and compliance best practices to ensure your payroll records, tax documents, and financial data remain fully protected at all times.

What is the average savings your clients see?

Savings vary depending on the industry, structure, and financial condition of each business. Many clients see improvements through better cost control, tax planning strategies, optimized payroll management, and stronger cash flow visibility.

Our focus is not only on short term savings, but on improving financial efficiency and building sustainable long term profitability.

IRS Audits

We act as your strategic ally when dealing with the IRS, bringing experience, sound judgment, and a preventive approach to every step of the process.

Audit Representation and Support