The Ambitious Bookkeeper Podcast

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


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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 estate investors are being targeted more frequently
  • How the IRS uses algorithms and financial status analysis to select audit candidates
  • What documentation and systems keep businesses safe from IRS scrutiny
  • The steps that practically guarantee a "no change" audit

Meet Adrian Lopez

Adrian 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 Lopez

Linkedin: https://www.linkedin.com/in/adrianl1996/

Website: https://www.anlcpa.com/

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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