Our key tax professionals registered for IRS e-Services as soon as they became available well over a year ago. IRS has been slow to roll out the promised services, but what is available has been helpful. We are able to manage our multiple office EFIN accounts to update office locations, etc. Given a Power of Attorney, we can obtain the transcript of a client’s IRS account, which is helpful to check on refund status, unpaid back taxes and to manage the Offer In Compromise process.
How are you using IRS e-Services for tax professionals to operate more effectively and better serve your clients?