The latest episode of the Tax Rep Network Podcast is hosted by Guinevere Moore. Guinevere is a tax controversy and tax litigation attorney in Chicago, Illinois. She represents taxpayers who have significant civil disputes or criminal disputes with the IRS.
Today, Guinevere is chatting about what tax professionals need to know in order to respond to Information Document Requests (IDRs), as well as requests for taxpayer interviews. These are critical components of representing taxpayers before the IRS. Additionally, it’s vital to understand what the IRS is looking for, what—as a professional—your ethical obligations are, and the best practices to follow to ensure client’s rights are preserved in all ways possible.
Guinevere begins the conversation by detailing what it means to represent a client in front of the IRS and all of the different interests at play, such as the fact that every client wants to be in a position to resolve their case at the IRS exam level. Oftentimes, taxpayers want to be able to resolve things at the exam level, but realistically, not everything can be. This must be kept in mind.
Further, it’s important for representatives who assist clients in responding to IRS requests for information and/or interviews to lay the proper foundation and groundwork to set the client up for success in the event that the case does go to the IRS appeals or litigation in tax court or in district court.
From there, things only get deeper and more interesting. We guarantee you won’t want to miss this episode of the Tax Rep Network Podcast. Available now!
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