REGULATORY DEFENSE
Due Diligence Defense
If you are a tax professional, you know that IRS Due Diligence Audits are not routine, they are high-stakes reviews that can lead to severe financial penalties, loss of your EFIN/PTIN, and even criminal referrals.
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EFIN 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.
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OPR (Office of Professional Responsibility) Defense
When the IRS Office of Professional Responsibility (OPR) contacts you, your ability to practice before the IRS is on the line. For attorneys, CPAs, EAs, enrolled actuaries/retirement plan agents—and even appraisers tied to IRS submissions, OPR actions can mean censure, suspension, or disbarment under Circular 230.
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IRC §6694 / §6695 Penalty Defense
When the IRS asserts preparer penalties under IRC §6694 (understatements due to preparer conduct) or IRC §6695 (procedural and due-diligence failures), the consequences reach far beyond a dollar figure. You face OPR exposure, EFIN/PTIN risk, software and bank-product holds, and potential criminal referral if the facts suggest willfulness.
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PTIN Defense
Your PTIN (Preparer Tax Identification Number) is your license to work. When the IRS threatens denial, suspension, or revocation of a PTIN, your ability to prepare returns for compensation is at risk—and so are your clients, income, software access, and reputation.
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