How to Handle an Audit

With the IRS announcing they will ramp up their audits, what does this mean for our firms and our clients? How can we be the best advocate and alleviate the stress of an audit for all parties involved, but especially for our clients? In this episode, Tom Wheelwright walks us through the in-depth details of what to expect from an audit, and the steps to handle it from start to finish, so we can optimally and optimistically serve our clients. In this episode, Tom Wheelwright walks us through the in-depth details of what to expect from an audit, and the steps to handle it from start to finish, so we can optimally and optimistically serve our clients. Learn more about your ad choices. Visit megaphone.fm/adchoices