11/05/2021 | 2:00 PM (EDT)
Individual Tax Pros will see a walk-thru of the initial release of the IRS’ Tax Pro Account and learn tips and techniques for submitting a successful authorization request. The program will include how tax professionals can access a variety of features through Tax Pro Account.
After this webinar you will be able to:
- Identify the differences between online authorizations and traditional Forms 2848 and 8821, and how to determine which type may be needed for the taxpayer.
- Initiate, electronically sign, and request an online Power of Attorney (POA) and Tax Information Authorization (TIA).
- Recognize what is needed to make an online authorization including a CAF number and the tax professional’s and taxpayer’s address of record with the IRS
- Authorize multiple representatives for POAs or multiple designees for TIAs on CAF
Director, Office of Professional Responsibility
Internal Revenue Service
Sharyn M. Fisk was named Director of the IRS Office of Professional Responsibility (OPR) in January 2020. As Director, she is responsible for the IRS’ oversight of tax professionals who practice before the IRS as set out in Treasury Circular 230.
Sharyn’s extensive background in the tax community brings over 20 years of tax experience to the OPR position. Before coming to the IRS, Sharyn was Professor of Tax at Cal Poly Pomona and Director of the University’s VITA program. Prior to teaching, Sharyn was in private practice specializing in tax controversies. As a private practitioner, Sharyn represented hundreds of individuals, businesses, and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts, and state taxing authorities. These matters involved civil examinations and appeals, criminal investigations, and tax collection issues. Before becoming a private practitioner, Sharyn clerked for the Honorable Maurice Foley, Judge, U.S. Tax Court.