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Tax Litigation

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.

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Tax 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 VolumeManual TimeExhibitPrepTime Saved
Single-year audit (40 docs)2 hours12 min~1.8 hours
Multi-year Tax Court (150 docs)6-8 hours35 min~7 hours
Bank statement compilation (200+)5-6 hours30 min~5.5 hours
* Time estimates based on typical tax litigation exhibit sets

Tax Litigation FAQ

What documents are typically Tax Court exhibits?

Common exhibits include tax returns, IRS notices, audit workpapers, bank statements, receipts, correspondence with IRS, expert valuation reports, and business records.

How does Tax Court number exhibits?

Tax Court uses party prefixes: Petitioner exhibits are P-1, P-2, etc. Respondent (IRS) uses R-1, R-2, etc. Joint exhibits may use J-1, J-2. ExhibitPrep supports all formats.

Can I stamp multi-year tax returns?

Yes. Upload each year as a separate PDF for individual exhibit numbers, or combine related years. ExhibitPrep stamps appropriately either way.

How do I handle voluminous financial records?

For large sets of bank statements, consider summary exhibits with supporting detail. ExhibitPrep handles batch processing of hundreds of documents.

What about state tax litigation?

State tax tribunal requirements vary. ExhibitPrep supports customizable labels and formats to match any state's conventions.

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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