#2: Best Practices for IRS Representation

The Mr. R Show

Jul 1 2023 • 1 hr 2 mins

FREE CPE (1 credit) via EarMark: https://bit.ly/podcast-cpe

In this episode of The Mr. R Show, we dive deep into the world of IRS representation, exploring best practices and gaining invaluable insights from our special guest, Andrew Poulos. With his extensive experience working directly with the IRS for decades, Andrew has navigated a wide range of scenarios, from preparing tax returns to resolving complex tax issues.

Join us as we uncover the strategies and techniques employed by Andrew to represent clients before the IRS successfully. We'll explore the nuances of IRS procedures, dissect common challenges taxpayers face, and discover the keys to achieving favorable outcomes in even the most complex resolution situations.

Andrew will share practical advice and expert tips throughout the episode, drawing from his vast knowledge and expertise. He will highlight the importance of meticulous tax preparation, communication with the IRS, and building a solid case strategy when representing clients. We'll also discuss the significance of staying up-to-date with the ever-changing tax laws and regulations, ensuring compliance, and minimizing potential audit risks.

During our conversation, we'll discuss various scenarios encountered during IRS representation, including audits, tax disputes, appeals, and negotiating settlements. Andrew will outline the steps involved in each process, highlighting common pitfalls to avoid and providing guidance on navigating through potential roadblocks.

Additionally, we'll explore the benefits of seeking professional representation and the role of enrolled agents, attorneys, and CPAs in advocating for clients before the IRS. Andrew will provide insights into selecting the right representative and building a solid client-attorney relationship based on trust and open communication.

Whether you're a taxpayer looking to understand the intricacies of IRS representation or a tax professional seeking to refine your skills, this episode is a must-listen. Tune in to gain invaluable knowledge and learn best practices for IRS representation from Andrew Poulos, a seasoned expert who has spent years in the trenches, fighting for his client’s best interests.

Don't miss out on this enlightening episode that will empower you to navigate the complex landscape of IRS representation with confidence and success.