Captive Insurance Services - Tax Audit Defense

Tax Audit Defense

TRGO provides tax audit defense for 501 ( c) 15 insurance companies.

If your tax exempt insurance company receives a notice from the Internal Revenue Service stating that its tax return has been selected for an audit or its tax exempt status is questioned, it is time to seek help from a tax professional. A tax audit may be an intimidating experience as you try to explain the nature of the company’s business, income, and expenses. It is likely that an examination of one tax return may lead to other tax years being opened for audit. Additionally, in order to properly defend the company, you may be required to have an extensive knowledge of the tax code and regulations. Taxpayers do have rights however, under the Taxpayer Bill of Rights:


 The taxpayer has the right to be represented by experienced professionals, including attorneys, enrolled agents or a CPA during the tax audit.

 The taxpayer may request that an audit be suspended in order to consult with a representative.

 The taxpayer has a right to know the position of the IRS or why it is asking for certain information.

Our firm is experienced in handling IRS audits and appeals for tax exempt insurance companies. Our services include:

 Handle all communications, including letters and/or telephone calls with the IRS regarding the audit.


 Develop a strategy, correspond and meet with the IRS on your behalf.

 Negotiate with the IRS through the audit process, through appeals, and prior to a trial in court.

 Representation in United States Tax Court and U.S. Federal Courts.

 Negotiate settlements with the IRS with your final approval and consent.

For more information on audits of your tax exempt insurance company, please call us for a free consultation. We are here to provide highly qualified representation to
represent you and negotiate on your behalf with the IRS.