Frequently Asked Questions (EFIN & OPR)

EFIN loss stops your business from e-filing; PTIN suspension targets you as an individual preparer. Many matters involve both—our job is to keep either from knocking you out of practice.

Often yes, until an adverse action is issued—but software or banks may place holds. We’ll stabilize operations (paper filing, extensions) while we fight the review.

Deadlines are tight (often 30 days). Responding comprehensively and once is critical. We handle the record and extensions where appropriate.

We frame it as unauthorized use, not willful noncompliance, and pair that with concrete controls (MFA, least-privilege, user separation, audit trails) to support reinstatement.

Yes—corrective action (accurate fee/advance disclosures, compliant testimonials, no “guaranteed refunds”) is often decisive in outcomes.

No. OPR regulates practice before the IRS (professional conduct). CI investigates potential crimes. We manage both tracks when they overlap.

Many OPR sanctions are public. A key defense goal is avoiding public discipline or minimizing its scope and duration.

Yes—collateral consequences are real. We coordinate with state boards and your firm to mitigate spillover risk.

We frame it as unauthorized use or systems failure, pair it with documented remediation (MFA, least-privilege, encryption, audits), and push for non-suspension outcomes.