Examination Advisory & Technical Review

Zero Fluff Books is led by Lauren Twitchell, an Enrolled Agent and former IRS Revenue Agent who spent 4.5 years inside the IRS conducting examinations in the SB/SE division — general program and special enforcement. When you hire us for risk and examination advisory, you're getting analysis from someone who has sat on the other side of the table and knows exactly what agents look for.

Structured federal analysis for business owners who want professional clarity before responding to the IRS - or before an audit begins.

No Form 2848 filed. No direct IRS communication. Advisory only.

Request Your Assessment

Not Every IRS Matter Requires Full Representation

Some business owners prefer to communicate with the IRS themselves.

Others want a professional assessment before deciding whether representation is necessary.

This engagement provides a structured, enforcement-informed review of your records, reporting posture, and documentation - without filing a Power of Attorney or contacting the IRS on your behalf.

It is finite.

It is controlled.

It is advisory.

Structured Audit Advisory

A finite, documentation-focused engagement for business owners who want professional federal analysis before responding to the IRS - without engaging full representation.

This service evaluates exposure, organization, and reporting posture through an enforcement-informed lens. It does not include direct IRS communication.

Appropriate If:

You received an IRS notice and want clarity before responding
You are under examination but prefer to manage communication directly
You want a professional review before speaking with an examiner
You want exposure areas identified before committing to representation
You want a written technical memorandum outlining documentation strengths and weaknesses

Designed for disciplined business owners who value structure and documentation.

Not Appropriate If:

You want us to communicate directly with the IRS
You need live representation during examiner meetings
You expect ongoing drafting of IDR responses
Your matter involves criminal investigation indicators
You are seeking guaranteed outcomes

If direct representation is required, a separate engagement is necessary.

Per Tax Year Under Review

Entity Type:

Form 1040 - $1,750

Form 1120 - $2,500

Form 1120S or 1065 - $3,250

Pricing applies per year
Scope adjustments disclosed in writing before proceeding
Discovery call required prior to engagement

If Representation Becomes Necessary

If you later engage us for full IRS representation related to the same tax year, a $500 credit may be applied toward that representation engagement.

This option is discretionary and subject to availability.

Phase 1 - Record & Ledger Assessment

Review of books and financial records
Documentation gap identification
Completeness evaluation
Reconstruction determination

If reconstruction is required, records may be organized into a structured ledger system.

Phase 2 - General Ledger Risk Review

High-risk deduction category identification
Classification consistency review
Owner compensation/distribution analysis (if applicable)

Exposure identification - not re-planning

Phase 3 - Documentation Structuring Guidance

Digital file structure recommendations
Documentation checklist
Strengths and weaknesses analysis
Advisory guidance on material organization

Client remains responsible for all IRS submissions.

Phase 4 - Technical Advisory Memo (Core Deliverable)

Financial posture summary
Exposure identification
Classification observations
Compensation/distribution analysis
Documentation sufficiency analysis
Risk considerations
Corrective recommendations (where appropriate)

Advisory only. No guarantees. No predictions.

Phase 5 - Structured Guidance Call (60 Minutes)

Findings review
Classification discussion
Documentation considerations
Scope-bound Q&A

One call included.

Additional advisory: $150/hour.

This engagement is designed for business owners who value clarity over guesswork and documentation.

If that describes you, submit an inquiry below and I'll follow up within 1 business day.

Submit Your Inquiry