Discussion:Request for time on audit date
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| I don't remember the result (this was about 8 or 9 years ago), but it was either postponed or they made an exception and let me come in on a Wednesday. I know they didn't go for the 8 PM option. }} | I don't remember the result (this was about 8 or 9 years ago), but it was either postponed or they made an exception and let me come in on a Wednesday. I know they didn't go for the 8 PM option. }} | ||
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| + | {{ForumReplyPost|UserID=Taxstudent|Date=4 March 2008|Text=IRS and state officials post at quatloos.com and many read these message boards and various listservs. I wouldn't be surprised if they soon had agents and attorneys dedicated to answering questions online. It would save us all a tremendous amount of time. }} | ||
Revision as of 22:10, 4 March 2008
Discussion Forum Index --> Basic Tax Questions --> Request for time on audit date
Discussion Forum Index --> Tax Questions --> Request for time on audit date
| 4 March 2008 | |
| I've had a taxpayer call me who received a 02-25-08 notice for a TCMP audit. They went on to inform me that they had already agreed to a 03-18 date, but were considering reaching out for help. I told them that if I were to represent them, the audit would have to be re-scheduled to after 04-15 (they were indecisve and not willing to give me a POA at that time). Two days goes by, I get another call, and am told that they called the IRS for re-scheduling but were flatly denied anything beyond 30 days from the original notice. They are now willing to execute a POA. Anyone have opinions on the legitimacy of the auditor's position on the 30 day limit? | |
Scottycoyote (talk|edits) said: | 4 March 2008 |
| if this is the first request i dont think they can flatly deny an extension of time due to the circumstances (them hiring you to represent them). Id talk to the auditor and just tell him that date doesnt work for you and you need to do it after tax season. If that doesnt work id ask to speak to their supervisor. | |
| 4 March 2008 | |
| Thanks Scott.
I was of similar opinion, and your confirmation is much appreciated. | |
| 4 March 2008 | |
| Roger, please post back and let us know how it goes. I'm interested because I have been told very clearly by a couple of auditors that my workload is not an issue to them - it does not impact their scheduling. I wonder what would happen if the client simply said that they cannot get representation unless it is after tax season, rather than saying that they have a representative but he is busy until then. | |
| 2008-03-04 | |
| Don't rep them if you can't fit them in during tax season. You try and ask for after tax season and you'll probably be denied. Our work is steady all year long, so I'll just apologise in advance. | |
| 4 March 2008 | |
| JAD,
Will let you know. An associate of mine (just today) had no problem re-scheduling to Apr 30th on an audit issued prior to the original subject of this discussion. However, there was a denial to relocate the audit to a different IRS office. I've never asked for the aforementioned but always thought it possible ... without that flex, preparing retunrs for out of state clients looms sticky. | |
| 4 March 2008 | |
| Zorn,
How does one represent their clients (and defend their work) when the next six weeks is already booked? The only way to be equally busy all year is to be cavalier about placing clients on extension.
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Bottom Line (talk|edits) said: | 4 March 2008 |
| Roger, read his profile. Zornundo is an IRS agent. | |
| 4 March 2008 | |
| Is it with in his power, does he have the authority, to weigh in on a public forum? It seems his advice however informal, could be construed as speaking for the government in an official capacity. | |
| 4 March 2008 | |
| He is also showing false bravado. You can get another 6 weeks without breaking a sweat. | |
| 4 March 2008 | |
| There you have it, IRSfixer would know, and it only makes sense the IRS would give the taxpayer time. | |
| 4 March 2008 | |
| I think Zornundo has a right to be here, and I think his contribution was valid and kindly made, not with false bravado. He even apologized in advance. Also, an agent's input on some of the discussions we have here, including this one, can be useful.
Roger10, one thing that I did that worked for me was a give-and-take with the agent. We happened to have an appt scheduled that he couldn't make. Then he wanted to reschedule within a few days of 10/15. I told him I was happy to reschedule for his conflicts, but I needed something in return....his consideration of mine. Said nicely and with a smile, and it all worked out. | |
Bottom Line (talk|edits) said: | 4 March 2008 |
| I also am happy to have an IRS person posting here. | |
| 4 March 2008 | |
| I routinely don't schedule client appointments on Wednesdays. That is my day to catch up on work and to squeeze in emergencies.
I had a client get audited one tax season and I requested the appointment be moved to after tax season, the IRS said 'no'. I then requested that the appointment be moved to a Wednesday, which was completely free. The IRS agent said "we don't do audit appointments on Wednesdays." I said "No problem, let's schedule the appointment for after 8 PM when I am finished with my clients." Of course you know that the agent doesn't work as late as we do. "Well there you have it, I've given you 3 alternatives and you won't take any of them. It looks like you are being totally unreasonable in wanting me to come to your one appointment, for which I already am booked with another client. If you can't handle the audit on a mutually agreeable appointment, let's see if we can get it transferred to someone who CAN be reasonable." I don't remember the result (this was about 8 or 9 years ago), but it was either postponed or they made an exception and let me come in on a Wednesday. I know they didn't go for the 8 PM option. | |
Taxstudent (talk|edits) said: | 4 March 2008 |
| IRS and state officials post at quatloos.com and many read these message boards and various listservs. I wouldn't be surprised if they soon had agents and attorneys dedicated to answering questions online. It would save us all a tremendous amount of time. | |
