Join this course to learn the most effective way to prepare and submit Form 8821 (Tax Information Authorization) and Form 2848 (Power of Attorney) to successfully access your taxpayer’s IRS records. Currently, gaining access to taxpayer records is constrained by the overburdened Central Authorized File (CAF) unit, frequently resulting in processing delays & failures. Using our recommended methods, techniques, and 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.