Episode 36

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Published on:

30th Sep 2021

Tips to Prep for an Audit

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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TaxOps Website: https://taxops.com/contact/


Production Support

This episode was produced with support from Truth Work Media. www.truthworkmedia.com

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About the Podcast

SALTovation: Making Sense of State and Local Tax
Welcome to SALTovation. The SALTovation show is a podcast series featuring the leading voices in state and local tax (SALT). Here we talk about issues, strategies, and planning tools to help you make sense of SALT. Because, in SALT, there is no “one and done.” SALT is a puzzle of ever-changing pieces. Solving that puzzle is our business at SALTovation. Tens of thousands of listeners know they won't get tax talk as usual with the SALTovation team. Our team is known for straight-talk with a flair for fun, providing clarity and opinions that move businesses forward with confidence.

Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.

Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.