TAXPROS RESOURCE GUIDE
Protect Your Practice. Protect Your Livelihood. Protect Your Freedom
WHAT YOU'LL FIND INSIDE
Our TaxPro Resource Guide provides practical information on some of the most important compliance and legal issues facing tax professionals, including:
Tax Preparer Protection Guide
Helps you identify compliance gaps in client intake, due diligence, recordkeeping, EFIN controls, and data security.
IRS e-File Provider Compliance Guide
Helps you review your e-file application, taxpayer authorization procedures, recordkeeping, data security, and office controls before your ERO Visit.
Due Diligence Guide
Helps you review client eligibility, ask necessary follow-up questions, document responses, and retain required records for EITC, CTC/ACTC/ODC, AOTC, and Head of Household
IRS Notice Response Guide for Tax Preparers
How to identify the notice, organize relevant records, track deadlines, and prepare for a consultation.
When IRS Criminal Investigation Contacts You
Practical first steps, preserving records, handling requests for interviews, and contacting defense counsel.
Due Diligence Documentation Guide
A file organization tool for interview notes, follow-up questions, credit computations, and documents relied on.
DON'T WAIT UNTIL THE IRS CONTACTS YOU TO START PROTECTING YOUR PRACTICE.
The IRS expects tax professionals to know the rules. We want to help you understand the risks before your practice is on the line
IRS Summons and Subpoena Preparation Guide
What to gather for counsel, how to preserve documents, and questions to discuss before responding.
Tax Business Compliance Self Assessment
Questions about staff supervision, return preparation procedures, EFIN controls, personal tax compliance, and document security.
Tax Preparer Record Retention Guide
A practical retention schedule that distinguishes legal minimums, your recommended policies, and circumstances requiring longer preservation.