Your Silverback Membership

Each membership tier requires you to provide documentation to us so we can help you with the IRS.

Supporting
Documents

Our document review process follows the exact IRS audit guideline techniques to ensure that your documentation adheres to the highest standard of defense.

When encountering an IRS audit, members shall provide Silverback supporting documents including copies of tax returns, financial statements, detail general ledger, reconciliation with bank statements, credit card statements, copies of 1099s issued, receipts, schedule of cash payments to vendors, and other items deemed necessary at the time.

Tier I

We handle all IRS communication, develop a winning strategy based on your records, and represent you through appeals, if needed, and to avoid tax court.

Members annually certify that they are in 12mo current with record keeping and allocations, all bank and credit card transactions have been entered, reconciled, can be approved by management, and at least 95% of back up documentations have been saved. 

Tier II

Tier I Member Benefits + Our assistance will include, on an as needed basis, bank reconciliations up to 18 months, credit card statements reconciliation and analysis up to 18 months, identifying and collecting evidence for proof of payments and in lieu of missing receipts, as well as generating other reports required for the audit.

Members annually certify that they are 18mo current with record keeping and allocations, all bank and credit card transactions have been entered, reconciled, can be approved by management, and at least 75% of back up documentations have been saved.

Tier III

We handle all IRS communication, review your documents, and assist you in bringing them up to date to develop a winning strategy, and represent you through appeals to avoid court. 

Our assistance will include on an as needed basis, bank reconciliations up to 24 months, credit card statements reconciliation and analysis up to 24 months, identifying and collecting evidence for proof of payments and in lieu of missing receipts, work with you on a plan should there be outstanding reconciliations needed that are over 24 months in arrears, work with your vendors to locate invoices, contracts, leases, etc., work with banks to analyze timing of cash withdrawals, evaluate and collect missing W9s, assessing needs for late 1099 filings, as well as generating other reports required for the audit.

Members annually certify that they are 24mo current with record keeping and allocations, all bank and credit card transactions have been entered, reconciled, can be approved by management, and at least 65% of back up documentations have been saved.

Need help determining what tier works best for you?

What Our Members Say


Silverback was the team I needed to help give me the peace of mind I need for my business. I didn't even know where to start and Stephen and the Silverback team truly took care of all the fuss that I didn't know how to deal with.


The Silverback team's proactive and expert handling of complexities allow me to concentrate on my core business. They are my partners and professionals! I highly recommend them to everyone!


Silverback saved me so much money after I got my letter from the IRS. I couldn't believe how quickly they responded, gave me feedback and so carefully navigated the entire audit experience with my team.

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