205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez episode artwork

EPISODE · Jul 2, 2025 · 58 MIN

205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know.In this episode you’ll hear:The real audit triggers that most people don't know about (hint: it's not filing extensions!)Why construction contractors and real estate investors are being targeted more frequentlyHow the IRS uses algorithms and financial status analysis to select audit candidatesWhat documentation and systems keep businesses safe from IRS scrutinyThe steps that practically guarantee a "no change" auditMeet Adrian LopezAdrian Lopez is a Certified Public Accountant (CPA) and a former IRS Revenue Agent.During his tenure with the IRS, he audited a wide range of self-employed individuals and small business owners, including dentists, doctors, construction contractors, restauranteurs, manufacturers, wholesalers, tax preparers, real estate professionals, landlords, money managers, and farmers.Now, Adrian is launching his own tax and accounting practice, dedicated to serving individuals, families, and small businesses.He offers a comprehensive suite of services, including individual and business income tax preparation, audit representation, advisory and consulting services, tax planning, and bookkeeping.Connect with Adrian LopezLinkedin: https://www.linkedin.com/in/adrianl1996/Website: https://www.anlcpa.com/Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

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In this episode, I had the incredible opportunity to sit down with Adrian Lopez, a former IRS revenue agent turned CPA, who just left the IRS last month to start his own practice. Adrian pulls back the curtain on what really happens during IRS audits and shares insider secrets that every bookkeeper and business owner needs to know. In this episode you’ll hear: The real audit triggers that most people don't know about (hint: it's not filing extensions!)Why construction contractors and real est...

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205 ⎸ Protecting Your Clients from Audits with Ex-Irs Auditor Adrian Lopez

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