Gaining access to taxpayer records is a complicated and challenging undertaking constrained by the overburdened Central Authorized File (CAF) unit. Not surprisingly, these attempts frequently result in processing delays and/or failures. This class will teach you the most effective process of preparing and submitting form 8821 (Tax Information Authorization) and form 2848 (Power of Attorney) in order to successfully access your taxpayer’s IRS records. Using our recommended methods, techniques, and proven best practices will result in a 95% submission success rate.
Learning Objectives:
Tax Mentor
President
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Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS transcript analysis industry a decade ago launching Tax Help Software. Roger is a national speaker on tax industry best practices and consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.
Tax Mentor
Head of Education
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Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.