Change of address for EFIN.

[taxit]

I am in the process of downsizing/retiring. I put my office on the market and moved everything to my home. I need to update the change of address and phone number for My EFIN. It says to long into e-services. When I do that I do not see anywhere to update these items. Has anyone completed this task and can offer a tip?

[Margaret CPA in OH]

I hope there is a prompt reply to this.  We just signed a contract and will be moving (if it's accepted) in July.  I have always had a home office for 25+ years but now will be a different home.  I'm wondering now actually if I should just retire.  The thought of new letterhead, cards, whatever is frightening.  I wonder if my clients would mind old letterhead on the engagement letter.  How much can I do without?  This would also be the death knell of my fax line.  Many changes ahead for us, Taxit!

[jklcpa]

1 hour ago, taxit said:

I am in the process of downsizing/retiring. I put my office on the market and moved everything to my home. I need to update the change of address and phone number for My EFIN. It says to long into e-services. When I do that I do not see anywhere to update these items. Has anyone completed this task and can offer a tip?

When I changed mine, it was in the application area. Sorry to say it's been enough years ago that I don’t remember the specifics, but it was as if resubmitted the appication, or that part of the appication. 

[jklcpa]

2 hours ago, Margaret CPA in OH said:

The thought of new letterhead, cards, whatever is frightening.  I wonder if my clients would mind old letterhead on the engagement letter.  How much can I do without?  This would also be the death knell of my fax line.  Many changes ahead for us, Taxit!

I decided not to purchase stationery when I moved and got only new business cards. I do have shipping labels printed with my name & address that I can also use on tax folders, colors do match the folders so it looks nice. I don't use these regularly on folders for all returns, only oddball returns that I haven't printed out labels for at the beginning of the season.

For letterhead, I created that as a template in MS-Word. I usually print on plain paper, but if you want it to be nicer without engraved stationery, you could buy heavier weight bond if you think the recipient notices or cares. No preprinted envelopes either. They are either run through my printer, again a template, or I use clear Avery address labels using the same font as the letterhead. I use these on a variety of envelopes including small return envelopes that go with invoices or balance due reminders. 

I guess it depends on how much your image depends on these, and how much your clients would notice or care. Mine don't care, and the template works better for anyone that gets the correspondence by pdf attachment rather than snail mail.

Sorry for the derail from the Efin addy change, and if this portion gets lots of responses,I may move to its own topic. 

[Margaret CPA in OH]

Great response, Judy.  I think I don't really have a problem.  Your 'fixes' seem more than adequate and I'm certain my clients don't really care.  The ones who get printed client copies of returns just want my maroon (wine color, actually) folder that they have been getting for up to 25 years.  I can do that!

Thanks again!

[taxit]

Thank you for the replies. I am moving from my office building of 25 years to a small room in my house. I have donated to Mission Central 5 computers and alot of office equipment and supplies. I am going to do about 20 family returns and 5 client/friends. My office was doing a little over 1000 returns. I had 3 full time and 3 part time employees. All 3 full timers decided they were ready to retire. Two were with me 35 years and the 3rd 15 years. I do not want to start over with new staff. I will not have business cards or letterhead. 

Judy, I did see where to click for a new application. I did not think that was correct. I will go back in on Monday to see if I can figure it out. It's a shame when it seems more difficult to change your address and phone number than it is to do a tax return.

[jklcpa]

Did you see this page under "Maintainingyour EFIN"? Like I said, it's been years, but when I changed my address and then when I added additional services, I'm pretty sure that I opened my application and made the changes and had to resubmit it. I don't remember it saying that it was a new application, but it did seem like I was reapplying because of having to "submit" the application.  https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin

[mcb39]

13 hours ago, Margaret CPA in OH said:

Great response, Judy.  I think I don't really have a problem.  Your 'fixes' seem more than adequate and I'm certain my clients don't really care.  The ones who get printed client copies of returns just want my maroon (wine color, actually) folder that they have been getting for up to 25 years.  I can do that!

Thanks again!

My saving Grace is that I print all of my own.  The simpler, the better because I don't believe most clients give it a second look even though I do have it nicely laid out and assembled.  I don't plan on moving, but the Power Plant across the road might have different ideas.  At the same time, I am playing this game year by year anyway.  I haven't done an engagement letter in years and they all keep coming back and bringing others.  This is the year that I put an end to the "others".  You will both be fine.  The quality of your work speaks volumes for you.  Best of luck to both of you and don't leave us.  We need all the help that we can get.

[Lee B]

I don't know when it changed, but now it appears that the only way to access your EFIN account is with an ID.me account?

I have a login.gov account but I don't have an ID.me account.

 

[mcb39]

27 minutes ago, Lee B said:

I don't know when it changed, but now it appears that the only way to access your EFIN account is with an ID.me account?

I have a login.gov account but I don't have an ID.me account.

 

I get a sick stomach every time I think of setting up an ID.me account.  I have to, though, in order to get my husband's meds from the VA.  I have also had a login.gov account for some time.

[jklcpa]

I, too, have only the login.gov.

[taxit]

That is my issue as well. I had the login.gov. I did the ID.me account on Saturday.

[Max W]

22 hours ago, taxit said:

I am in the process of downsizing/retiring. I put my office on the market and moved everything to my home. I need to update the change of address and phone number for My EFIN. It says to long into e-services. When I do that I do not see anywhere to update these items. Has anyone completed this task and can offer a tip?

Click E-services; > e-file services > efile application.  then click the little eye under View/Edit.  This takes you to the summary page where you will see the categories underlined in Green at the top of the page.  click the first one - Firm info, then start making changes.

I just updated mine when I saw this post.  The only problem is at the end they ask for a PIN to accept terms, but it won't take any input.  Maybe its not required on an update?

HTH

 

 

[Lee B]

1 hour ago, Max W said:

Click E-services; > e-file services > efile application.  then click the little eye under View/Edit.  This takes you to the summary page where you will see the categories underlined in Green at the top of the page.  click the first one - Firm info, then start making changes.

I just updated mine when I saw this post.  The only problem is at the end they ask for a PIN to accept terms, but it won't take any input.  Maybe its not required on an update?

HTH

 

 

I assume you have an ID.me account, because I don't and I can't get in.