WI Sales & Use Tax Audit Relief
Facing a Wisconsin Department of Revenue audit? Holly Hoffman has the experience and expertise to guide you through every step — and fight for the best possible outcome.
Don't Face a Sales Tax Audit Alone
Enlist the help of the #salestaxlady, a former WI Dept. of Revenue auditor, to protect your rights and your business.
- Reduce records requests
- Minimize tax assessment
- Minimize or eliminate penalties
- Speed up the audit
- Find tax you overpaid and get your refund
What to Expect During a Wisconsin Sales Tax Audit
The Wisconsin Department of Revenue conducts sales and use tax audits to verify that businesses have correctly reported and remitted taxes. Auditors review your sales records, purchase invoices, exemption certificates, and tax returns. Audits can result in additional tax assessments, interest, and penalties — but with the right representation, many of these can be reduced or eliminated.
Audit Notice
You receive a notice from the Wisconsin DOR indicating your business has been selected for a sales and use tax audit.
Records Review
Auditors request and review your sales records, purchase invoices, exemption certificates, and tax filings for the audit period.
Assessment Issued
The DOR issues a preliminary assessment of any additional taxes, interest, and penalties they believe are owed.
Negotiation
Holly works to challenge errors, apply exemptions, and negotiate the best possible resolution.
Resolution
The audit is resolved through pre-payment, an amended assessment, or consider a formal appeal — with Holly advocating for your business throughout.
Audit Appeal
Audit Appeals must be filed within 60 days of the Notice of Amount Due when you receive the final audit report from Madison. If you are unsatisfied with your audit results, reach out immediately — before you close! If you already signed… reach out now to Holly to discuss a possible appeal!
Schedule a ConsultationHow Holly Can Help
Audit Representation
Holly acts as your representative with the Wisconsin DOR, communicating on your behalf and ensuring your rights are protected throughout the audit process.
Records Review & Preparation
Before the audit begins, Holly reviews your records to identify potential issues and prepare your documentation for the best possible outcome.
Exemption Certificate Review
Missing or improperly completed exemption certificates are a leading cause of audit assessments. Holly reviews and helps correct your certificates to reduce exposure.
Assessment Appeals
If you've received an assessment you believe is incorrect, Holly can file and argue an appeal with the DOR or the Tax Appeals Commission.
Reverse Audits
A reverse audit looks for overpaid taxes — money you may be owed back. Holly conducts reverse audits to identify refund opportunities for your business.
Penalty Abatement
Holly works to reduce or eliminate penalties assessed during an audit by demonstrating reasonable cause and good-faith compliance efforts.
Industries Holly Serves
Holly has deep experience with the unique sales tax rules that apply to specific industries in Wisconsin and across the US.
Received an Audit Notice? Contact Holly Today.
The earlier you get expert help, the better your outcome. Holly offers consultations to review your situation and explain your options — no obligation.
Schedule a Consultation