Tag Archives: CAF

Dear IRS: What Part of Deceased Didn’t You Understand?

Posted on December 16, 2021 by Russ

Last year, one of our clients (call him John Smith) passed away.  I had both a Power of Attorney and Tax Information Authorizations on file with the IRS for this taxpayer.  One of the rules about representation is that when … Continue reading →

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IRS Efficiency and Inefficiency

Posted on October 7, 2021 by Russ

It was with fear and trepidation I logged onto IRS eServices this morning.  This is the portal that allows me to download transcripts for clients from the IRS (when I have an authorization).  On September 16th, I had electronically uploaded … Continue reading →

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