Nationwide Tax Forum Videos

Nationwide Tax Forum 2023 Videos

Due Diligence Correspondence Examination initial call

Tax Preparer calls an IRS Revenue Agent in response to a letter for a Correspondence Due Diligence Audit. The process of a correspondence audit is explained.

Due Diligence Frequently Asked Questions

Tax Preparer contacts an IRS Revenue Agent to ask some questions about Due Diligence. The Revenue Agent answers the questions by using the Tax Preparer Toolkit on the IRS website.

Tax Preparer, New client discussion of Refundable Credits

A Tax Preparer receives a call from a new client. Questions on claiming a niece and his sister are addressed.

Tax Preparer-Refundable Credits Frequently Asked Questions

2 Tax Preparers have a conversation about Refundable Tax Credits and Head of Household filing status. Answers are found on the Tax Preparer Toolkit as well as the Other Refundable Credits toolkit on the IRS website.

 

Nationwide Tax Forum 2020 Videos

Paid Preparer Due Diligence Exam Initial Contact

Paid tax preparer receives letter stating returns prepared will be examined for meeting due diligence requirements.  Preparer contacts IRS Agent to set up appointment. (Due Diligence Exam Letter - Part I)

Paid Preparer Due Diligence Exam Office Visit

Paid tax preparer and IRS Agent due diligence case review meeting (Due Diligence Exam Case Review - Part 2)

Paid Preparer Due Diligence Exam Office Visit Close-Out

Paid tax preparer and IRS agent case review close-out meeting to share results of due diligence examination. (Due Diligence Exam Close-Out - Part 3)

 

Nationwide Tax Forum 2019 Videos

Tax Cuts & Jobs Act Due Diligence Requirements
Paid tax preparer addresses client concerns on household changes with children and new fiancé. Prepares sets up appointment to review Child Tax Credit/Additional Child Tax Credit, Credit for Other Dependents and Head-of-Household (Due Diligence CTC/ODC - Part I)


Tax Cuts & Jobs Act Due Diligence Requirements Office Interview
Paid tax preparer’s office interview with client and fiancé to review Child Tax Credit/Additional Child Tax Credit, Credit for Other Dependents and Head-of-Household (Due Diligence CTC/ODC - Part 2)