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Create a privilege and relevance matrix that tags every requested document in the IRS Information Document Request, noting potential tax advice communications to withhold under §7525 and calculating estimated hours and fees for production versus assertion of conditional relevance objections

Create a privilege and relevance matrix that tags every requested document in the IRS Information Document Request, noting potential tax advice communications to withhold under §7525 and calculating estimated hours and fees for production versus assertion of conditional relevance objections

Generate create a privilege and relevance matrix that tags every requested document in the irs information document request, noting potential tax advice communications to withhold under §7525 and calculating estimated hours and fees for production versus assertion of conditional relevance objections for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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IRS Information Document Request *

Click to upload or drag and drop

Allowed: PDF, DOCX, TXT

Max size: 25MB

Upload the complete IRS IDR containing all document requests with item numbers and descriptions

Tax Period Under Examination *

Specify the tax year(s) or period(s) under IRS examination (e.g., 2020-2022, Q1 2023)

Client Business Entity Type *

Select the client's business structure for regulatory context

Privilege Communication Review Scope *

Define scope of tax advice communications to review for §7525 privilege protection

Billing Rate Structure *

Select appropriate billing tier for the privilege matrix production

Estimated Document Volume *

Approximate number of documents requested in the IDR for hour estimation

Conditional Relevance Objection Strategy *

Determine approach for asserting conditional relevance objections under tax procedure rules

Key Stakeholder Contacts *

List primary contacts for IDR response coordination (IRS agent, client CFO, internal team leads)

Compliance Deadlines *

Enter all critical submission deadlines for the IDR response and anticipated extensions

Special Handling Instructions

Provide specific instructions for privileged document handling, redaction requirements, or client-specific protocols

Tax Controversy History *

Indicate previous examination history affecting privilege determinations

Create a privilege and relevance matrix that tags every requested document in the IRS Information Document Request, noting potential tax advice communications to withhold under §7525 and calculating estimated hours and fees for production versus assertion of conditional relevance objections

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