Discussion:1040 NRP examination meeting with IRS

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Discussion Forum Index --> Advanced Tax Questions --> 1040 NRP examination meeting with IRS
Discussion Forum Index --> Tax Questions --> 1040 NRP examination meeting with IRS

Vermontcpa (talk|edits) said:

22 April 2009

I have a client whose 2007 1040 was selected for audit. The IDR list is for 30 items which I have compiled in a binder for the agent. The agent has indicated that I should deliver the binder to him/her and plan on spending the entire day with the agent at his/her IRS office to go over the binder.

Is this typical to spend an entire day with the agent?

Some of the CPAs in my circle are stating I should call the agent and say I do not have time to spend all day and simply deliver the binder. Obviously I dont want to creat an adversity here.

I was hoping I could hear from other that have experience with the NRP process and whether this is typical or not.

Thank you

Kevinh5 (talk\|edits) said:	22 April 2009
I don't understand the problem. You are billing your client for your time and have gotten a retainer for the expected time involved, aren't/haven't you?

Vermontcpa (talk\|edits) said:	22 April 2009
The billable time is not an issue. The question is whether spending the day with the revenue agent is standard procedure and to be expected or out of the ordinary from what other CPA/EAs expierence has been.

Kevinh5 (talk\|edits) said:	22 April 2009
I would be cooperative, and helpful to wrap things up as quickly as possible for my client. However, I would not volunteer additional information. If the auditor anticipated a full day, I would be prepared for a full day.

Irsfixer (talk\|edits) said:	22 April 2009
If you decide not to keep the appointment and deliver a binder, I strongly encourage you to let the examiner know well in advance as a courtesy. I would ask the examiner to review the binder before any meeting in hopes of reducing the scope of matters to be covered face-to-face. It is a waste of time to sit there while the examiner reads thru the documentation cold.

Larry0434 (talk\|edits) said:	22 April 2009
Last year I had the same type of situation. I put the information requested in a binder and send it to the agent via certified mail about 3 weeks before the appointment. The agent called me and cancelled the appointment because he had everything he required.