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Tax Audits

The mere thought of an IRS tax audit causes fear and anxiety in the minds of most American taxpayers. The process appears intimidating and you are thinking:

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  • What records should you bring?

  • What are they looking for?

  • What did you do wrong?

  • What penalties are involved?

    The tax professionals at Wealth Management have been representing clients during IRS audits for many years. You do not have to fear a  tax audit when you are well prepared. But it is to your advantage to meet with us to discuss your records and circumstances.

    During our first meeting, we can examine the details of your situation and determine the best methods to research and present the facts to the IRS. We may need additional information, which we will help you gather. We will consider all aspects of your personal and professional finances, and how they may affect the tax audit.

Tax withholding and estimated tax papers

Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

Let’s Work Together

Get in touch so we can start working together.

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Choosing Wealth Management for your business or individual financial needs is an important decision. You need a firm with a knowledgeable staff, wide-ranging experience, a commitment to integrity, and a full complement of services.

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FREE CONSULTATION

Request a free consultation through our website. Just fill out our form with your information and we'll contact you with ways to help secure your finances, save money on taxes, help with your business and more.

This website is owned by a private company that offers business advice, information, and other services related to the formation, financing, operation, and management of businesses. All users should perform their own due diligence and research. This website is not a lender and does not broker loans, make loans, or make any credit decisions. We have no affiliation with any government agency. Nothing on this website is an offer or a solicitation for a loan. This website is not an agent, representative, or broker of any lender and does not endorse or charge you for any service or product. None of the information on this site constitutes legal advice.

You also understand that we are not affiliated with the Small Business Administration (SBA). If you need to visit the SBA directly please click here: sba.gov

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(562) 427-8877

© 2024 Wealth Management Financial Advisors and Wealth Management Realty.

3701 Long Beach Blvd #100, Long Beach, CA 90807
All rights reserved. DRE License #01947554, DRE License #01916123

Tel: (877) 828-8877

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