Defending the Defenders of Tax Law Because your reputation deserves a winning defense!

When the IRS questions your suitability or moves to revoke your EFIN, your business can grind to a halt overnight.

 Bank products, software access, and client trust depend on your ability to e-file. At The Walton Firm—Exclusively Defending Tax Professionals—we respond fast, defend your record, and fight to keep you in the program.

• Continuous Suitability issues (criminal, credit, or compliance concerns; unresolved penalties; identity theft flags)
   
• Business Information Accuracy problems (unreported ownership changes, locations, or responsible officials)
   
• Data Security deficiencies (breaches, weak safeguards, shared logins, unencrypted storage)
   
• Advertising & Conduct violations (misleading promos, refund advance claims, fee disclosures)
   
• EFIN Renewal/Reporting failures (inactive EFINs, outdated principals, lapse in annual tasks)
   
• Association Risk (service-bureau or office-sharing ties to others under investigation)

• Unauthorized Use (someone filed using your EFIN/PTIN without permission)

1) Rapid Intake & Risk Map

Timeline of events, who did what, where data lives, and immediate compliance gaps.
 

2) Evidence Build-Out

E-file transmission logs, role-based access records, bank-product reports, client sampling, QC checklists, training/discipline records, and data-security artifacts.
 

3) Written Response & Legal Positioning

Point-by-point rebuttal to the IRS e-file office, demonstrating suitability and remediation; propose tailored corrective actions where appropriate.
 

4) Parallel Matter Control

Coordinate with OPR, CI, civil exam, or state revenue inquiries to keep issues from cascading.
 

5) Appeals & Reinstatement

If adverse action issues, pursue administrative appeal and reinstatement with a compliance plan the IRS can accept.