Providing Specialized Consultation Services for Tax Professionals

At the offices of John Trapani CPA, we work with tax professionals in variety of ways. As a Thousand Oaks, California-based accountant, I of course work personally with clients in Thousand Oaks, Westlake Village and throughout the Conejo Valley. I also consult by phone with clients nationally, calling on my expertise in disaster recovery and tax issues related to disaster recovery.

We offer services to tax professionals for advice, interpretation, application and reporting. We can work directly with taxpayers through the whole reporting process. Many of these situations turn into continuing client relationships. At the other end of the spectrum, we consult with taxpayers’ professionals on these situations in ways that the client has no knowledge of this firm’s involvement in their recovery. All possible combinations and possibilities of our assistance have occurred and are available to taxpayers and tax professionals.

Joint Consultations: Taxpayers and Tax Professionals

There are situations where the Tax Professional is not sure of all the questions to ask, what information needs to be gathered. For these cases I have consulted with both the taxpayer and the Tax Professional, jointly. All contacts are confidential. Any material I generate for the taxpayer will be provided to the Tax Professional as a consultant for the taxpayer.

Audit Assistance/Taxpayer Representation

When a tax return is called for examination of a disaster reporting tax return, the arguments that support the position on the tax return may be quite valid, but not fully documented in the tax file. I have represented a number of taxpayers over the years in these situations with excellent results.

I am available to assist the Tax Professional in preparation and if called for, assist in the presentation of the taxpayers’ position to the tax authority. The Tax Professional will have the benefit of my many years of experience in audits in general as well as audits of disaster report tax returns.

For more information on how we work with tax professionals, please visit our Disaster Recovery blog.

Or for specific questions, please call John Trapani at (805) 497-4411.