Initial Interview
Individuals -Please Print
Corporations & Partnerships - Please Print
You'd better know all about your client before the audit. It is required by the examination division to conduct an initial interview with the audited taxpayer. the documents you printed above are the same documents I used as an IRS Agent, and are the same that I have been using since 1994.
As I conduct my interview, I am searching for anything that might be of question to an auditor. I need to know the answers before the examination takes place.
If I discover an area that needs to be corrected, or a return that needs to be filed, I inform my client and take the necessary steps in resolving the issues at hand.
Make sure you use them!