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Expert Q&A

8. What does audit support include, and where does it stop?

Planning Basis research deskSection 06 · Page 10 of 16Last updated 3 November 2026

Why it matters: a reassuring phrase may cover a phone call but exclude substantial work.

Good-answer framing: distinguish notices, examination, appeals and litigation; identify representative, additional fees and records. Professional representation rights and the commercial scope are separate questions. IRS — Understanding tax return preparer credentials and qualifications

Follow-up: “If the firm is sold or the engagement ends, who supports the old work?”

Evidence request: actual terms, exclusions and escalation contacts.

Expert quote: ____________________ Speaker/date/permission: ____________________

Sources cited on this page

  1. IRS — Understanding tax return preparer credentials and qualificationswww.irs.gov