Representation Before the Office of Professional Responsibility

When standing before the Office of Professional Responsibility (OPR), your reputation and career are at risk.

 

Whether you are an individual tax practitioner, tax preparer, attorney, or working for an internal compliance program, we will represent you and assist with disciplinary matters before the OPR.

What is the OPR?

The OPR is an office within the IRS that works under Title 31 authority to investigate reports of misconduct among tax practitioners, tax preparers, and other third parties in the tax system.

They cover issues related to powers of attorney, disclosure or use of taxpayer-client information, return preparer complaints, reporting of Foreign Bank and Financial Assets (FBAR), and responsibilities as defined under Circular 230.

The OPR’s jurisdiction has expanded over the years to include not only tax preparers, but also any qualified representative who has given written tax advice, appeared before the IRS, or associated accounting and law firms. The OPR can investigate a wide range of tax professionals for reports of misconduct.

If the OPR has contacted you, it is essential that you find experienced representation with an understanding of Circular 230 and experience working with the IRS.

If you want to learn more about the OPR and Circular 230, visit the OPR’s website.

What can happen to you or your law or accounting firm?

We will dispute and fight against the OPR’s possible disciplinary measures. Under Circular 230, the OPR can pursue the following disciplinary sanctions against these given categories:

Practitioners (“individuals who are eligible to practice before the IRS”): Sanctions of private reprimand, public censure, suspension or disbarment from practice before the IRS, and the imposition of a monetary penalty.

Appraisers (“individuals who present evidence or testimony in administrative proceedings before the IRS or the Department of the Treasury”): Are subject to disqualification from presenting testimony or evidence.

Employers, firms, other entities: Sanctions in the form of impositions of a monetary penalty.

When you are under investigation by the OPR, it is crucial that you find the best representation quickly.

Our lawyers will advocate on behalf of your best interests. Our knowledge and experience with the OPR, Circular 230, and tax litigation offers you the best possible representation.

OPR Resources

Christina Weed, Walnut Creek Attorney

California Tax Law Specialist

Partner Christina Weed has years of experience helping businesses and individuals with their complex California tax litigation issues. She is a licensed attorney with an LL.M. in Taxation from the University of San Diego and a Bachelor’s Degree in Accountancy. She serves as Chair of the Tax Section of the Contra Costa County Bar Association and is also a member of the Estate Planning Council Diablo Valley and the Tri-Valley Estate Planning Council.

In 2018, Christina became one of the first lawyers to argue a case in front of California’s Office of Tax Appeals.

Christina has been designated a Certified Specialist in Taxation by the State Bar of California.

Send a Message

Chat with Us

Call

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667