Power of Attorney Privileges

As one of our clients you may receive Power of Attorney privileges

We offer Power of Attorney services for our potential and existing clients. This allows for us to take control of all communications between you and the IRS. Many people find that efficiently resolving issues with the IRS is a difficult process. We can reduce much of the stress that accompanies being involved with the IRS. Allowing us to take the lead adds an extra helpful eye to any payments, forms, and communications and confirms that there will be no mistakes in any of your currently filing. We will keep you updated, informed, and reassured.

What is a Power of Attorney?

Power of Attorney is a document that allows you to appoint a person or organization to manage your affairs if you become unable to do so. Whoever you appoint will have access to all historical correspondence, illuminating any issues that might have been overlooked or revealing any missed opportunities from the past.

How can I sign up?

The process is simple:

  • As an existing or new client, you contact us and provide 3 pieces of information: your legal name, address, and social security number
  • We will email you the POA form to sign, or if you are in the locality of our office you can come drop by to sign the form in person
  • Once we have received a signed form, we will fax it to the IRS. It will take 2 weeks to process the request. After that we will look it over and reach out to you with any worthwhile insights.

A POA allows us to…

With the Power of Attorney privileges we will be the second set of eyes that will make sure payments go out on time, that forms and payments are correctly processed, and will keep you informed about any status changes. By signing POA over to our firm, we are able to access files all the way back to 1990 and up to 2021. We will keep these files on record for you to access at your own convenience.