Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit

• Category: Attorneys
• State: Multi-State
• County: Allegheny
• Control #: US-1340857BG
• Format: Word; Rich Text

Description

As the title to this form indicates, this form is an agreement for services between an attorney and accountant with respect to an Internal Revenue Service Audit. Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit: Purpose: The purpose of this Agreement is to establish the terms and conditions under which the Attorney and Accountant shall work together to provide legal and accounting services to the client during an Internal Revenue Service (IRS) audit. The agreement aims to ensure a seamless and effective collaboration to protect the client's interests and navigate the audit process. Scope of Services: The Attorney and Accountant shall collaborate and provide the following services: 1. Legal Representation: The Attorney shall represent the client during all stages of the IRS audit, including correspondence, meetings, negotiations, and hearings. They shall offer legal advice and guidance regarding tax laws and regulations, ensuring the client's compliance and protecting their rights. 2. Financial Analysis and Audit Support: The Accountant shall analyze the client's financial records, including tax returns, financial statements, and supporting documents, to identify any potential issues that may trigger an IRS audit. They shall assist in preparing and organizing the necessary documentation to support the client's position during the audit. 3. Communication and Documentation: The Attorney and Accountant shall maintain open and frequent communication with the client regarding the audit progress, updates, and any significant developments. They shall collaborate to prepare and submit necessary documents, responses, and requests to the IRS, ensuring accuracy and compliance with applicable laws. 4. Strategy Development: The Attorney and Accountant shall work together to develop a comprehensive audit strategy that aligns with the client's goals and objectives. They shall analyze the audit findings and develop a plan of action to present the client's case and seek the best possible outcome, including minimizing penalties, interest, and potential liability. 5. Legal and Accounting Advice: The Attorney and Accountant shall provide professional advice to the client throughout the audit process and address any legal or financial concerns that may arise. They shall assist in understanding and responding to IRS inquiries, resolving disputes, and exploring available options for resolution, such as appeals or settlements. Types of Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit: 1. Standard Agreement: This agreement encompasses the basic services listed above and addresses the general requirements for legal and accounting representation during an IRS audit. 2. Comprehensive Agreement: This agreement includes additional services, such as forensic accounting, tax planning, or representation in complex or high-stakes audits. It caters to clients with more intricate financial situations or facing potential legal challenges. 3. Limited Scope Agreement: This agreement defines specific tasks or services, limiting the scope of engagement to a particular phase or aspect of the IRS audit process. It is suitable for clients who already have legal or accounting representation but require additional expertise or support from an attorney or accountant. Conclusion: The Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit establishes a professional alliance to effectively handle IRS audits and protect the client's rights and interests throughout the process. By combining legal and accounting expertise, the attorney and accountant work together to navigate the complexities of the audit, develop strategic plans, and ensure compliance with tax laws.

Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit: Purpose: The purpose of this Agreement is to establish the terms and conditions under which the Attorney and Accountant shall work together to provide legal and accounting services to the client during an Internal Revenue Service (IRS) audit. The agreement aims to ensure a seamless and effective collaboration to protect the client's interests and navigate the audit process. Scope of Services: The Attorney and Accountant shall collaborate and provide the following services: 1. Legal Representation: The Attorney shall represent the client during all stages of the IRS audit, including correspondence, meetings, negotiations, and hearings. They shall offer legal advice and guidance regarding tax laws and regulations, ensuring the client's compliance and protecting their rights. 2. Financial Analysis and Audit Support: The Accountant shall analyze the client's financial records, including tax returns, financial statements, and supporting documents, to identify any potential issues that may trigger an IRS audit. They shall assist in preparing and organizing the necessary documentation to support the client's position during the audit. 3. Communication and Documentation: The Attorney and Accountant shall maintain open and frequent communication with the client regarding the audit progress, updates, and any significant developments. They shall collaborate to prepare and submit necessary documents, responses, and requests to the IRS, ensuring accuracy and compliance with applicable laws. 4. Strategy Development: The Attorney and Accountant shall work together to develop a comprehensive audit strategy that aligns with the client's goals and objectives. They shall analyze the audit findings and develop a plan of action to present the client's case and seek the best possible outcome, including minimizing penalties, interest, and potential liability. 5. Legal and Accounting Advice: The Attorney and Accountant shall provide professional advice to the client throughout the audit process and address any legal or financial concerns that may arise. They shall assist in understanding and responding to IRS inquiries, resolving disputes, and exploring available options for resolution, such as appeals or settlements. Types of Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit: 1. Standard Agreement: This agreement encompasses the basic services listed above and addresses the general requirements for legal and accounting representation during an IRS audit. 2. Comprehensive Agreement: This agreement includes additional services, such as forensic accounting, tax planning, or representation in complex or high-stakes audits. It caters to clients with more intricate financial situations or facing potential legal challenges. 3. Limited Scope Agreement: This agreement defines specific tasks or services, limiting the scope of engagement to a particular phase or aspect of the IRS audit process. It is suitable for clients who already have legal or accounting representation but require additional expertise or support from an attorney or accountant. Conclusion: The Allegheny Pennsylvania Agreement for Services between an Attorney and Accountant with Respect to an Internal Revenue Service Audit establishes a professional alliance to effectively handle IRS audits and protect the client's rights and interests throughout the process. By combining legal and accounting expertise, the attorney and accountant work together to navigate the complexities of the audit, develop strategic plans, and ensure compliance with tax laws.