99. Best Practices for Responding to Information Document Requests by Tax Rep Network
Tax Rep Network with Eric Green · Eric L. Green
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Show Notes
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.
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