Representing the Taxpayer Who Has No Records (MLC875A)

  Pre Recorded Webinar
  120 minutes

The Ins and Outs of Handling a Taxpayer With No Records.

The electronic world has gotten smaller, and it is now much difficult for non-filers to hide from the Internal Revenue Service (IRS). Often the non-filers show up in the practitioner’s office and need to file a return (or many returns), but they do not have records to give the practitioner. With the IRS locating non-filers with far greater ease than ever before, the issues of the client with no records is coming up with increasing frequency.

This session by expert speaker Eric L. Green will discuss how practitioners can help clients to reconstruct their records, to handle IRS requests, and to protect themselves from preparer penalties when filing a return where the records are either reconstructed or non-existent. The session will explain to practitioners the potential issues when handling a taxpayer who has a lack of records, both when filing a return or later (when the client is under exam).

Further, the session will discuss the steps to have a client do a voluntary disclosure when there is reason to be concerned about the returns to be filed. In addition, the session will walk practitioners through the ins-and-outs of handling a client with no records, whether its tax return preparation or responding to the IRS notice.

Session Highlights

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend

All practitioners who are involved in tax preparation or representation before the IRS.

Watch the Video Snippet Before You Buy!

Eric Green is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green's practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departme... More info


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