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