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Paid Preparer Due Diligence Examination Process
Preparer contacts IRS Agent - DD examination letter (Part I)
Preparer contacts IRS Agent - DD Exam Case Review (Part 2)
Preparer contacts IRS agent - DD Exam Close-Out (Part 3)

[phone ringing] IRS Agent Jensen: Good morning, Internal Revenue Service, Agent Jensen speaking my ID number is 247854 - May I help you?

Jack Walker: Yes, my name is Jack Walker.

I received this letter from IRS that has your name and number on it as a contact person.

Am I really going to be examined for due diligence?

IRS Agent Jensen: Yes, Mr. Walker, as the letter states you have been selected for a due diligence examination.

The first step is to set up an appointment, preferably at your office or wherever you keep your tax preparation records.

Where and when would you like to meet?

Jack Walker: Ok... can we meet next Wednesday at 9 o'clock?

I'd like to get this over with sooner rather than later.

Let’s meet at my office... I'm at 555 Main Street.

IRS Agent Jensen: Perfect... that date and time works for me as well.

Jack Walker: Now, what do I need for the appointment?

IRS Agent Jensen: I'll send you a letter that confirms this appointment and outlines what you need to have available for my visit.

Feel free to call me if you have any questions.

Jack Walker: Wow... I guess this is really happening. OK... See you Wednesday at 9.

I’ll make a big pot of coffee – for the both of us….

IRS Agent : Ok. That sounds great, sir… Have a good day.

Jack Walker: Okay, you too.