Contact Paul +

Time limit is exhausted. Please reload CAPTCHA.

Office of Professional Responsibility

OPR releases new letter to request return info in inquiry into violations of practitioners’ conduct

OPR releases new letter to request return info in inquiry into violations of practitioners’ conduct

IRS’s Office of Professional Responsibility (OPR) has announced the creation of a standard Code Sec. 6103 information-request letter for practitioners and their representatives to use to request tax information maintained in OPR case files and obtained as part of an inquiry into possible violations of the regs governing practice before IRS (Circular 230). The letter […]

Read the full article →

Washington Alert – TIGTA gives favorable report; Webinar on Circular 230; JCT published its estimates of federal tax expenditures for fiscal years 2014-2018

Washington Alert – TIGTA gives favorable report; Webinar on Circular 230; JCT published its estimates of federal tax expenditures for fiscal years 2014-2018

IRS has demonstrated outstanding performance in providing accurate responses to Health Insurance Exchanges, also known as Marketplaces, when they request Income and Family Size Verification (IFSV) and the maximum amount of the Advance Premium Tax Credit (APTC) an individual could receive monthly, the Treasury Inspector General for Tax Administration (TIGTA) said in an audit released […]

Read the full article →

Chief Counsel Advice approves disclosure of IRS audit of practitioner to Office of Professional Responsibility

Chief Counsel Advice approves disclosure of IRS audit of practitioner to Office of Professional Responsibility

In Chief Counsel Advice (CCA) 201403006, IRS has said that an IRS examination unit may disclose examination information concerning an individual who engages in practice before IRS to the Office of Professional Responsibility (OPR), for purposes of OPR’s disreputable conduct investigation into the tax compliance of that individual, and that the disclosure can be made […]

Read the full article →

Enrolled Agent Disbarred for Stealing a Client’s Tax Payments and Preparing Returns with False Deductions

Enrolled Agent Disbarred for Stealing a Client’s Tax Payments and Preparing Returns with False Deductions

WASHINGTON — The Internal Revenue Service announced that its Office of Professional Responsibility (OPR) obtained the disbarment of enrolled agent Lorna M. Walker for stealing a client’s tax payments and for preparing tax returns with false deductions for multiple clients. Walker’s enrolled agent status and her ability to prepare federal tax returns were revoked for […]

Read the full article →
Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

Read More

Connect With Paul on Social Media

Practice Areas & Information

Certifications &
Associations
Member CA Bar Member Orange County Bar US Tax Court Attorney