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How does the Attorney-Client Privilege Protect You in an IRS Audit?

How does the attorney-client privilege protect you in an IRS audit?? Why is it so important to work with an experienced tax attorney compared to a CPA, tax preparation team, accounting firm or financial advisor?? The answer is “protection.”? You need to be able to provide your counselor with detailed, private information in order for them to provide insight and advice, while protecting you from additional exposure or risk.? Many taxpayers do not realize:

The IRS can compel a CPA, accountant, tax preparer, or any other financial advisor to reveal and provide any and all information you provide to them, as well as the substance of all communications (written, electronic or verbal).? Your information is completely exposed.

How can the attorney-client privilege protect you in an IRS audit, collection matter or other interaction with a federal or state agency?? The attorney-client privilege is a solid legal wall, and our conversations as well as your financial details and information can be kept confidential and protected while we work on the best solution for your unique situation.

If the IRS contacts your CPA or tax preparer they must comply with any document or information request.? This includes any notes they have on the private communications and conversations you’ve shared.? A financial advisor must also immediately provide all requested materials regarding your accounts, balances and transactions to the IRS.

If you are facing an IRS audit you should never speak with the IRS directly.? We invite you to contact us or call today for a free and substantive consultation at 866-631-3470.? You will learn strategies to protect yourself and your financial information, how to prevent or limit “scope creep.? How can the attorney-client privilege protect you in an IRS audit?? By preventing the IRS from having direct access to all of your personal and business financial information.