Tips to Prep for an Audit episode artwork

EPISODE · Sep 30, 2021 · 6 MIN

Tips to Prep for an Audit

from SALTovation: Navigating the Complexities of State and Local Tax by Aprio

In this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit. What You Will Discover:[00:51] How helpful it is to have a pre-audit call[02:15] What documents to submit[03:30] Auditors are people too Quotables:“I’ve gotten to know being on the industry side for a while too, getting to know auditors that they’re human too, and they have families, and they have interests and hobbies outside of auditing. And sometimes they’re really pleasant people, but they can be less pleasant when they’re stuck in the darkest corner of the basement of the file room with the invoices from 1972 or whatever. ” -Connie Zoerink [03:53]“You can put in the work at the beginning to hone in your information could really pay off dividends in the end. That concept of short-term sacrifice for long-term gain.” -Meredith Smith [05:00]Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socialshttps://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw Talk To A Tax Advocate TodayTaxOps Website: https://taxops.com/contact/Production SupportThis episode was produced with support from Truth Work Media. www.truthworkmedia.comMentioned in this episode:Schedule a Call with the Aprio Team Now!Introductory Call

In this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit. What You Will Discover: [00:51] How helpful it is to have a pre-audit call [02:15] What documents to submit [03:30] Auditors are people too Quotables: “I’ve gotten to know being on the industry side for a while too, getting to know auditors that they’re human too, and they have families, and they have interests and hobbies outside of auditing. And sometimes they’re really pleasant people, but they can be less pleasant when they’re stuck in the darkest corner of the basement of the file room with the invoices from 1972 or whatever. ” -Connie Zoerink [03:53] “You can put in the work at the beginning to hone in your information could really pay off dividends in the end. That concept of short-term sacrifice for long-term gain.” -Meredith Smith [05:00]

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Tips to Prep for an Audit

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How long is this episode of SALTovation: Navigating the Complexities of State and Local Tax by Aprio?

This episode is 6 minutes long.

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This episode was published on September 30, 2021.

What is this episode about?

In this episode, Meredith Smith and Connie Zoerink from TaxOps’ SALTovation Team, share some tips on how to prepare for an audit. What You Will Discover:[00:51] How helpful it is to have a pre-audit call[02:15] What documents to submit[03:30]...

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