PAID PREPARER DUE DILIGENCE AUDIT VIDEOS

Nationwide Tax Forum 2020 Videos

DAVE DESAI

Last Update 3 yıl önce

Paid Preparer Due Diligence Exam Initial Contact - PART-1

Paid tax preparer receives a letter stating returns prepared will be examined for meeting due diligence requirements. Preparer contacts IRS Agent to set up an appointment. 

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Paid Preparer Due Diligence Exam Office Visit - PART-2

Paid tax preparer and IRS Agent due diligence case review meeting. 

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Paid Preparer Due Diligence Exam Office Visit Close-Out - PART-3

Paid tax preparer and IRS agent case review close-out meeting to share results of due diligence examination. 

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