mcbreck Posted October 24, 2023 Report Share Posted October 24, 2023 Does anyone automatically do a 2848 for each client with the 3 future years so that you can talk to the IRS about their issues in the future? Every three years everyone could just sign a new form. How about the 8821, do you automatically have clients sign that form each year so you can get the transcripts when/ if you need it? I've seen that preparers do the 2848, charge a fee every three years to update the paperwork and then they can always talk with the IRS about a client's situation. Quote Link to comment Share on other sites More sharing options...
BrewOne Posted October 24, 2023 Report Share Posted October 24, 2023 Because of the legal implications of the 2848, I do not get one unless needed (think about a former client who has moved and you're the only one getting their IRS notices). I am a big advocate for collecting 8821's from clients and checking their accounts in late October. I do not charge for the service, I just want to know that if there is a problem with an account, we can fix it before the IRS takes action. I'm currently going through 2022 returns and unfortunately, Transcript Delivery is acting funky--it's working but everything is in plain text. I believe with the Tax Pro Account, there is a new method for cleaning up your POA's. When I left H&R Block in 2011, I had to use the Freedom of Information Act to clean mine up. I might add, I do know preparers who require the 8821 of all clients; I don't, but I try and point out all the advantages. 3 Quote Link to comment Share on other sites More sharing options...
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