Tax Litigation
Exhibits Made Easy
From Tax Court petitions to IRS audits, prepare court-ready exhibits in minutes. Handle tax returns, financial records, and IRS correspondence with ease.
Try It Free - Preview Before You PayTax Cases Have Unique Document Challenges
Multiple years of tax returns, schedules, and supporting documentation
Hundreds of bank statements, receipts, and cancelled checks
Spreadsheets, calculations, and financial summaries requiring clear labeling
IRS notices and correspondence spanning years of tax controversy
ExhibitPrep handles the document volume so you can focus on the tax issues.
Tax Document Types We Handle
Tax Returns & Filings
- Individual and business returns
- Schedules and attachments
- Amended returns
- Extension requests
IRS Correspondence
- Notices of deficiency (90-day letters)
- CP and LTR notices
- Audit reports and workpapers
- Appeals correspondence
Financial Records
- Bank and brokerage statements
- Cancelled checks and receipts
- Investment records
- Business ledgers and journals
Expert & Supporting Docs
- Valuation reports
- Expert witness reports
- Appraisals
- Legal research memoranda
Tax Case Types We Support
Tax Court Litigation
Deficiency cases, innocent spouse claims, and collection due process hearings require organized, professionally labeled exhibits.
Key exhibits: Tax returns for years at issue, notice of deficiency, supporting schedules, financial records proving positions, correspondence with IRS, expert reports.
IRS Audit Appeals
Administrative appeals require comprehensive documentation to support your client's position.
Key exhibits: Audit workpapers, 30-day letter, protest, substantiating records, case law analysis, industry comparables.
State Tax Controversies
State tax disputes often involve nexus, apportionment, and residency issues with complex documentation requirements.
Key exhibits: State tax returns, audit findings, nexus documentation, apportionment schedules, residency evidence, state correspondence.
Time Savings for Tax Cases
| Document Volume | Manual Time | ExhibitPrep | Time Saved |
|---|---|---|---|
| Single-year audit (40 docs) | 2 hours | 12 min | ~1.8 hours |
| Multi-year Tax Court (150 docs) | 6-8 hours | 35 min | ~7 hours |
| Bank statement compilation (200+) | 5-6 hours | 30 min | ~5.5 hours |
See tax litigation Exhibit Stamping in Action
Watch how to prepare court-ready tax litigation exhibits in under 30 seconds.
Tax Litigation FAQ
What documents are typically exhibits in Tax Court cases?
Common Tax Court exhibits include: tax returns and schedules, IRS notices (CP, LTR series), audit workpapers, bank and financial statements, cancelled checks and receipts, correspondence with IRS, expert valuation reports, and business records supporting deductions.
How does Tax Court number exhibits?
Tax Court uses sequential numbering for each party. Petitioner exhibits are typically numbered P-1, P-2, etc. Respondent (IRS) exhibits use R-1, R-2, etc. Joint exhibits may be numbered J-1, J-2. ExhibitPrep supports all these formats.
Can I stamp multi-year tax returns as exhibits?
Yes. Upload each tax return as a separate PDF for individual exhibit numbers, or combine related years into a single exhibit. ExhibitPrep stamps the first page and can add consistent identification throughout.
How do I handle voluminous financial records?
For large sets of bank statements or transaction records, consider creating summary exhibits with supporting detail. ExhibitPrep handles batch processing of hundreds of documents efficiently.
What about state tax litigation exhibits?
State tax tribunal and court requirements vary. ExhibitPrep supports customizable exhibit labels and formats to match any state's conventions. Check your jurisdiction's specific rules.
Build Your Tax Case with Professional Exhibits
Upload your tax documents and see how quickly you can prepare for Tax Court or IRS proceedings. Preview everything before paying.
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