With TaxPros Concierge "Audit My Tax Office" Services, you receive specialized auditing of your tax office designed to ensure your tax office is fully compliant with IRS and state tax regulations. Our services include thorough audits of your tax practice to identify and address potential compliance risks, helping you stay ahead of regulatory challenges.
Running a successful tax office involves more than just preparing tax returns or managing or coaching tax professionals; it requires a solid legal foundation to protect your business, your clients, your tax professionals,and your professional reputation. We audit your office by doing the following:
Our Legal Framework Audit provides a thorough review of the essential legal documents that support your tax office. We meticulously examine legal documents from client engagement letters to your Written Information Security Plan (WISP), ensuring each document is customized to meet your specific needs and protect your interests.
Our Due Diligence Audit scrutinizes your tax office’s procedures to ensure full compliance with IRS requirements. We review 25 of your tax return files to verify that your office is adhering to the stringent due diligence standards set by the IRS, helping you avoid potential penalties and maintain the integrity of your practice.
Our due diligence training is a private training for your tax professionals only. Training focuses on the core components of due diligence, such as verifying client information, assessing financial records, checking compliance with relevant laws and regulations, and identifying potential risks regarding the four(4) main credits given to taxpayers by the IRS (EITC, CTC, AOTC, and Head of Household).
The Tax Office Compliance Audit is designed to ensure your entire operation is in full compliance with federal, state, and local regulations. We review all employee records and office documentation, identifying any areas that need adjustment. Our legal experts will draft and update policies and procedures to align with the latest IRS guidelines and industry best practices, reducing the risk of non-compliance and penalties.
Our EFIN/ERO Audit ensures your office’s adherence to the IRS e-file program requirements. We conduct a comprehensive review of your EFIN(s) suitability, E-file application, business information, e-file processes, record retention practices, social media usage, tax returns, advertising and marketing materials, taxpayer security policies, and refund product policies. This audit helps safeguard your EFIN/ERO status and ensures your office is operating within the bounds of ethical and professional
Ensuring compliance with employment laws and best practices is critical to the success and integrity of your tax office. Our Employment Audit service provides a comprehensive review of your workplace practices, helping you identify and address any potential legal or compliance issues before they become problems.
With TaxPros Concierge Services, you receive comprehensive legal and tax support audits designed to help you meet the unique challenges of running a tax office. Let us handle the legal complexities so you can concentrate on what you do best—serving your clients and growing your business.
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