IRS Representation

IRS Representation

When It Comes to the IRS, You Need Representation You Can Trust

JDT Financial Group LLC is a professional financial services company specializing in audits and IRS representation for businesses in Gaithersburg, MD. We have a team of experienced CPAs who are familiar with the audit process and can help your business prepare for and respond to an audit. We also offer IRS representation services, which can help you resolve any tax issues that may arise.


Our goal is to provide our clients with the best possible financial service, and we work hard to ensure that our clients are satisfied with our work. If you need audits or IRS representation, we encourage you to contact us today. Thank you for your interest in JDT Financial Group LLC.

IRS Audits Supporting Documentation

Business or Personal Tax Audits 

Audits by the IRS can be a daunting and frustrating experience for those unfamiliar with the process. JDT Financial Group LLC has many years of experience dealing with audits from the IRS, and we can help put your mind at ease. Our team of tax professionals is highly knowledgeable and experienced in audit defense and strategies, and we will work tirelessly to ensure that you are treated fairly by the IRS.


You can trust that we will do everything in our power to help you positively resolve your audit. Contact us today to learn more about how we can help you with your IRS audit.

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Types of Audits JDT Financial Group LLC Can Help With

Mail Audits

A mail audit is when the IRS sends a letter to a taxpayer that says they owe taxes. The taxpayer then has to provide documentation to the IRS to prove that they do not owe the taxes.


This can be a difficult process, but JDT Financial Group LLC is a company that can help. They have experience with audits and can help taxpayers through the process.

Office & Field Audits

IRS audits can be divided into two categories: office audits and field audits. Office audits are less intrusive than field audits, as they are conducted entirely through correspondence. The IRS will request additional information about specific items on your tax return, and you will have the opportunity to provide supporting documentation. Field audits are conducted in person, and the IRS agent will request to see records and receipts for various items.

CP2000 Notices

CP2000 is an IRS notice that indicates that the information reported to them by your financial institution doesn't match what was reported on your tax return. The most common cause of this discrepancy is simply an error on the part of the bank or IRS, and can often be resolved by simply contacting the IRS and providing proof of the mistake. However, in some cases, the CP2000 notice can indicate that you have failed to report income, overstated deductions, or made other errors on your return. If you receive a CP2000 notice, it's important to take action quickly to avoid penalties and interest charges. JDT Financial Group LLC can help you to understand your options and take the necessary steps to resolve the issue. With our knowledge and experience, we can minimize the impact of a CP2000 notice and help you to avoid costly mistakes.

In need of an experienced IRS representative? Book one by calling (240) 937-6005.

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