Articles Posted in Section 7525

How to Respond to an IRS Information Document Request (IDR): A Former Agent’s Guide
Kugelman Law

The Information Document Request (IDR) is the workhorse document of an IRS examination. It is the form IRS Revenue Agents use to ask for the records, statements, and information they need to develop adjustments, and it is, in practice, the document on which most audits are won or lost. For taxpayers who have just received…

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Tax Attorney vs CPA for IRS Audit Defense: Who Should You Hire?
Kugelman Law

When the IRS opens an examination of your return, the first practical question is who you should hire to defend it. Most taxpayers default to their CPA — and for many routine examinations, that is the right call. Some hire a tax attorney. A few hire an Enrolled Agent. And a small number ask the…

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