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Forms 8821 and 2848 Made Easy

FORMS 8821 AND 2848 MADE EASY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

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:


  • Distinguish the features of the two forms and the best circumstances in which to use them

  • Summarize the requirements for properly completing each form with the use of templates provided by Tax Mentor

  • Evaluate the different submission methods for forms 8821 and 2848, including best practices for successful processing

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxmentor

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.


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Taxmentor

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.

About Our Presenter

Taxmentor
From the makers of Tax Help Software comes the next GAMECHANGER for the Tax Industry. Created by tax pros for tax pros, Tax Mentor is your go-to resource for practical and principled tax resolution training.

So many tax professionals struggle to make a profit in the tax resolution space that they often give up, possibly losing long-term tax clients in the process. Tax Mentor’s revolutionary custom consultation report allows tax pros of all levels to benefit from the decades of experience at Tax Mentor.