If you are an individual tax practitioner, tax preparer, attorney, or working for an internal compliance program, you must be aware that any misconduct that could result in disciplinary action from the Office of Professional Responsibility (OPR).
When you receive notice to appear before the OPR, your career, reputation, and livelihood are at risk. It’s in your best interest to contact an experienced Tax Attorney who is familiar with the OPR and its proceedings.
Changes to the OPR’s jurisdiction have expanded to include tax preparers as well as any qualified representatives (including accounting or law firms) who have given written tax advice or appeared before the IRS.
If you are unsure of whether you fall under the OPR’s jurisdiction, it is imperative that you contact a professional Tax Attorney for clarity.
Situations that Could Cause Disciplinary Action in front of the OPR
Unsure of what actions might cause you to receive notice from the OPR? It’s beneficial for you to know.
Here’s a list of some of the reasons you can be under investigation. Again, we cannot stress enough how important it is for you to contact a knowledgeable Tax Attorney for clarification if you think you are in violation.
OPR Review & Possible Loss of License:
- Tax non-compliance
- Personal felony conviction or other convictions that involve dishonesty or breach of trust
- A conviction of a crime under Title 26 of the United States Code
- Court sanctions in a civil or criminal proceeding relating to a taxpayer’s tax liability or the practitioner’s tax liability
- Client misconduct complaint
Representing a Client in Front of the OPR
As an experienced Tax Attorney representing clients throughout the United States, I am able to help tax practitioners who are under review by the OPR.
Recently, I was contacted by a client from the East coast who was under review by OPR. The case involved significant review and due diligence on the part of Mendes Weed, LLP to adequately prepare and represent him in front of OPR.
Don’t Let This Happen to You
If you get a notice from the OPR, meet with a professional Tax Attorney who has experience representing clients in front of the OPR. Timeliness and thoroughness are of utmost importance in this matter.
Mendes Weed, LLP is a Northern California-based firm who will advocate for your best interests to the full extent of the law. Our experience with the OPR, Circular 230, and tax litigation is valuable when representing you and your future. Call us today (925) 390-3222.
Disclaimer: The tips and materials provided on this page are for informational purposes only, offered as public service. No information on this website should be considered legal advice or used as a substitute for legal advice. For legal advice, you should contact an attorney directly.
Mendes Weed, LLP offices are located in Walnut Creek and our skilled attorneys provide family, tax, business and trust law assistance for clients. For your convenience, we also have attorneys' offices in San Francisco and Sacramento by appointment only.
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1990 N. California Boulevard
Walnut Creek, CA 94596
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San Francisco, CA 94105
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Sacramento, CA 95814
By appointment only.