CPA - medium firm
CPA - large firm
Enrolled Agent
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The Office of Professional Responsibility (OPR) supports effective tax administration by ensuring tax practitioners, tax preparers, and other third parties in the tax system adhere to professional standards and laws.
This session will explain the expectations and responsibilities of those who practice before the IRS. Best practices for due diligence, return standards, and data security will be covered as well as tips to avoid common violations of Circular 230.
Learning Objectives:
- Identify expectations and responsibilities of those who practice before the IRS
- Recognize best practices for due diligence, return standards, and data security
- List tips to avoid common violations of Circular 230
Jody Stamback
IRS
Sr. Stakeholder Liaison
Jody Stamback is a Sr. Tax Specialist with Stakeholder Liaison in the Communications and Liaison Division of the IRS. Stakeholder Liaison works with Tax Practitioner and other organizations to share information benefiting all different types of taxpayers. Jody has been with Stakeholder Liaison for over 20 years. Prior to his current position, he worked as a Taxpayer Resolution Representative at the Ogden Taxpayer Assistance Center. He was also a Tax Auditor for 6 years and has worked in IMF Adjustments and wrote training course materials for both Automated Underreporter and IMF Adjustments. With over 33 years at the Internal Revenue Service, his work in Compliance and Outreach has provided valuable experience with an emphasis in individual and business tax law and IRS policies and procedures.
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