Examinations and Audits

Estate, Gift, and GST tax examinations occur when discrepancies arise between what assets are reported by third parties and what assets are reported by the taxpayer.  Wade Law Offices prepares detailed comprehensive returns with all supporting documents minimizing the need to initiate a formal audit of the return. Sometimes, however, examinations do occur regardless of the quality of the return submitted and Wade Law Offices defends the work prepared and submitted by the firm.  Wade Law Office is uniquely qualified to represent clients who have had someone else prepare the estate, gift, and GST tax returns through the process of an audit or examination of those returns and will assist the client in achieving the best resolution under the particular facts and circumstances of the case.