Paid Preparer Due Diligence Audit Videos
Paid Preparer Due Diligence Audit Videos
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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