representing-your-client-form-2848-the-irs-and-you

Representing Your Client: Form 2848, The IRS and You!

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Live Webinar | CEU Approved

  • 60 minutes

Form2848 is a powerful tool that can allow you to represent your client. Mostly. But all IRS Agents are not created equal and while there seems to be some shared philosophy, it can take many phone calls to figure out what is more likely to get you what you need! I will discuss setting up and using the IRS E-ServicesSecure Mailbox and the Transcript Delivery Service. What mistakes or omissions in 2848 will leave you frustrated?

If you prepared your client’s tax return and were granted 3rd party authorization, you could call the IRS and probably resolve most issues without having a power of attorney on file. Times have changed. With each year, it seems like it is harder and harder to get the information needed to help your client resolves issues or just access their information. Faxing (once the primary means of communication between tax professionals and the IRS) is on its way out. E-Services Secure Mailbox is in.

Join this session by expert speaker Mark Bliss where he will explain the differences between 2848 for an individual and a business entity.

Session Highlights:

  • Line by line walk-through of Form 2848: Understand what you need to do to get the results you want

  • Representing your client for the purposes of tax resolution

  • Obtaining information from the IRS to allow you to prepare returns where the original documents are not available

  • Using Form 2848 in combination with an E-Services accounts to securely access data

  • Instructing the IRS to send you copies of all communication to your client

  • Tips and Tricks to streamline your process in regard to IRS communication

  • Penalty abatement

Why Should Attend:

If you have been frustrated with long hold times, uncooperative agents and wasting your time, this is the class for you. Mark has spent hours listening to the IRS hold music and adapting to the seemingly ever-changing hoops agents have made him jump through in this time of transition. Learn how to have your ducks in a row before calling and being told you don’t have the correct authorization. Mark has put together his tips and tricks for getting the IRS to help you help your client!

Who Should Attend:

  • EA’s

  • CPA’s

  • Attorney’s

  • Anyone who is interested in streamlining their process when it comes to contacting the IRS on behalf of their clients.


You may ask your Question directly to our expert during the Q&A session.

** You can buy On-Demand and view it as per your convenience.

Mark Bliss

Mark Bliss

Mark Bliss, (“The Tax Wit”) is an Enrolled Agent with over 12 years of experience as a tax prepare. He manages a Liberty Tax in Englewood, Colorado that handles more than 1400 returns annually. As Tax School Director, Mark has trained more than 200 tax school students over the last decade. Mark specializes in small business and has helped entrepreneur's start or streamline their business for over a decade. Client relationships are the number one priority for Mark, who is the Business Services Director for Financial Liberty Network, the ancillary services division of his company. Mark is a native New Yorker who has lived in the Denver Metro area since 1998. As a former semi-professional hockey player, Mark is passionate about his beloved New York Rangers and enjoys running, cycling, writing, reading, and cooking spicy food. He lives with his wife of 26 years, Gretchen and his 23-year-old daughter, McKenna, who is a teacher. He has a golden doodle (Piper, 4) who sometimes enjoys running but thinks her dad is too slow! Mark believes that taxes can be fun. Really. Follow Mark on Twitter: @TheTaxWit Website: https://www.flncashflow.com/

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