Tax Rep Podcast: Best Practices for Responding to the IRS Doc Request

Education & Training with Tax Rep LLC

Listen in to this week's podcast as host Guinevere Moore discusses best practices for responding to Information Document Requests (IDRs) from the IRS, including how to balance meeting your clients’ needs with meeting ethical standards practitioners must follow under Circular 230, and how to set your client up for success in litigation through proper IDR practice if an agreement can’t be reached in exam or at appeals.

Check out the episode here: 

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