Jim has 19 years experience in leading IRS Large case (Coordinated Examination Program or “CEP”) examinations. He managed large teams of IRS agents, attorneys, valuation experts, and computer audit specialists for the largest IRS audits.
Jim can help companies and their advisors with representation and consulting on best practices to manage IRS Coordinated Examination Program (“CEP” or “large-case exams”).
Jim’s services include:
- IRS Coordinated Examination Program strategy consultation
- Representation as point-of-contact/coordination with the IRS
- End-to-end management of the CEP process, including:
- Audit Plan/Communications Agreement negotiation with the IRS
- Cycle time and resource management with IRS personnel
- Management of information request process, including specific management of Information Document Requests (Forms 4564)
- Coordination and analysis of issue development process, including all Proposed Issues (Forms 5701), Final Reports (Forms 4549, 886, 870 series, etc.), dispute resolution, and appeals
- Related return and related entity coordination
- Final IRS negotiations
- FOIA requests and litigation support
Contact us today to see how we can help.
