Leasa Magnuson was there when we needed her.
An unexpected audit on our returns was triggered by an unfortunate investment loss. All of the horror stories we had heard about came to the top of our minds and the adrenaline started pumping. We had never been through an IRS audit and didn’t know what to expect. We gathered all of the information requested. Leasa reviewed what we had, suggested a few more items and then we dropped off the requested supporting documents to the IRS several days prior to the audit. Promptly at 9:00 a.m. on audit day Leasa was there to support me and answer the grueling questions I was sure would come from the investigator.
Before we had a chance to take the hot seats in the investigator’s office, we were told that they had reviewed our documentation and we were given a “no change” verdict – which means everything checked out. We were free to leave.
I am confident Leasa’s council, review, and organization of our documentation and giving the IRS advanced time to review the information led to the positive outcome.
We are very lucky to have her on our team and will continue to use Leasa in the future.
Anita & Mike Kelly June 23, 2015