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. 
CLICK HERE to watch the video

Paid Preparer Due Diligence Exam Office Visit - Part 2

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

CLICK HERE To watch the video


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. 
CLICK HERE To watch the video