Audit Representation And Correspondence
Temecula Valley Chapter Meeting

Date and Time:

Wednesday, July 10, 2019
5:30 p.m. - 8:00 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic: Audit Representation And Correspondence

Contact the office auditor (Tax Compliance Auditor=TCO) to set an appointment. This should be done within 10 days if possible. If not, the auditor may issue a “no-show” audit report (Form 4549) Many times the “no-show report does not have a penalty. (Might one consider agreeing?) (of course, once you submit documents, they will revise the “no-show F4549). Some few TCOs may require the POA be submitted in order to set the appointment.Office audit will typically allow you to reschedule only once.(upon this reschedule they will issue the “no-show” report if not having done so previously)If you cannot make the 2nd scheduled appointment the auditor may close the case unagreed ”whereby the case is sent to the 90-day section for issuance of a Notice of Deficiency. (see later) TCOs conduct the audit in their cubicle at the IRS office.

Presenter: Anthony D. Bustos, EA

CPE Information:

2 Federal Tax Law Hours

CTEC: 1000-CE-4594
IRS: 18QC1-T-01212-19-I

Knowledge Level:
 Intermediate

Registration:

Members: $32
Non-Members: $48

Please contact Jack Corlett at 951-246-4824 or [email protected] to register.

Please include your PTIN and EA or CTEC numbers when registering.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.