Audit Defense

A state auditor’s main task is to determine if a business has property collected, reported, and paid state and local taxes. Since 1991, Dan Martinez & Associates, LLC, (M&A) has represented and defended taxpayers under audit by the Texas Comptroller. M&A’s team of tax professionals will manage the entire audit lifecycle and interact with the auditor on your behalf to reduce audit exposure and conduct a comprehensive review for credits.

M&A has decades of experience dealing with complex taxability issues and audit procedures, including tax account reconciliation, review of supporting documentation, and sampling. M&A routinely review samples for errors to ensure a correct sample of the audit period is utilized which improves the accuracy & efficiency of the audit. This expertise assists our clients so that the sample design reflects as nearly as possible, the normal business operations.

M&A Audit Defense Services save clients valuable time, resources, and money so that they can focus on their core business operation.

M&A Audit Defense Services benefit our clients through:

• Development of strategy based on pre-audit & prior audit package

• Interactive communications with clients throughout the audit

• Assurance that tax laws are applied correctly

• Neutralize financial risk from audit

• Comprehensive overpayment review conducted to offset potential deficiency

• Dispute resolution support in negotiation of settlement or payment plan