TaxPros Concierge

As a tax preparer, it is essential to exercise due diligence when preparing tax returns on behalf of your clients. Due diligence is a standard of care that requires tax preparers to take reasonable steps to ensure the accuracy and completeness of the information provided by their clients. This includes gathering all necessary information and verifying its accuracy to the best of their ability. The Walton Firm helps you stay in compliance with your due diligence responsibilities as well as defend your rights when your due diligence has been audited or challenged.

At The Walton Firm,  we understand the importance of accurate and timely tax preparation. We know that sometimes things can go wrong and the IRS may start a legal action against you or your business. That's why we offer our clients court representation services to ensure that they have the best possible outcome in their civil pr criminal disputes. Our experienced tax attorneys are well-versed in tax law and have a deep understanding of the legal system. We are committed to providing our taxpros with top-quality legal representation and helping them resolve their  disputes in a timely and cost-effective manner.

Our services cover a wide range of tax disputes, including audits, appeals, collections, and criminal investigations. We work closely with our taxpros to develop a strong legal strategy that is tailored to their specific needs and goals.

As corporate counsel, we provide our clients with contract reviews. We review and examine our clients’ legal agreements to ensure that everything stated in the document is clear and accurate and that our client is comfortable moving forward according to the terms of the agreement. This process includes a rational analysis, clarifying of contract related facts, measure of the feasibility of the contract, and a forecast of contraccontract-relatedt risks. 

Our qualified attorneys can review any contract, agreement or document you choose, including those that don’t require your signature.

As corporate counsel, we provide our clients with contract preparation. The goal of contract drafting, and preparation is to create a legally binding document in writing that is clear, concise, and as close to the parties’ intentions as possible with the basic elements required for the agreement to be a legally enforceable contract. The parties to a contract may go through several drafts and negotiation sessions before the official contract is finalized. 

As corporate counsel, we provide our clients with a thorough review of their formation and governance to ensure that the company is properly and within legal adherence. A company formation determines a company’s legal responsibility and its tax implications. It is very important to have an attorney who understands your business, tax strategies, and entity structuring. 

As a tax preparer, it's essential to provide accurate tax returns to avoid facing penalties and legal troubles. The Tax Preparer's Audit Review is a detailed process of examining your tax return to ensure compliance with the IRS regulations. 

The Walton Firm is yourtax office's  compliance department.

During the audit review, our tax attorneys will assess your tax return's accuracy, completeness, and consistency. The auditor will look for any discrepancies or inconsistencies that could raise red flags and lead to an IRS audit.

The audit review includes a comprehensive examination of your tax documents use to calculate and approve the credits provide on the tax return. The auditor will verify the accuracy of your calculations, ensure that you've included all relevant information, and confirm that you've followed the correct tax codes for due diligence. 

Once the audit review is complete, the auditor will provide you with a report detailing any issues found, and provide recommendations on how to correct them. This review is an essential part of ensuring that your tax returns are in compliance with due diligence and help you avoid any legal troubles with the IRS.

In summary, a tax preparer's audit review is an in-depth examination of the  tax return you prepared to ensure accuracy, completeness, and consistency. It helps to identify any errors and discrepancies in your tax documents, and allows you to correct them before the IRS performs a due diligence audit.