Tax Clients Need Your Help | AccountingWEB

Tax Clients Need Your Help

The Taxpayer Advocate Service announced in a recent report that it has to focus on high-impact tax issues because it simply doesn't have the manpower to help all of the millions of taxpayers who have tax problems at any given time. This sounds like a wake-up call to tax preparers. As the IRS beefs up its correspondence audit process, sending many more notices than in years past, it's likely some of your clients are seeing an uptick in letters from the IRS. Take this opportunity to communicate with your clients what your role is in helping them with notices about their tax returns and issues.

Instead of waiting to hear from your clients (some of whom, trust me, refuse to open IRS notices, applying the theory that what they don't know can't hurt them), you can make sure you're copied on notices. Use Form 8821, Tax Information Authorization, to be copied on your client's notices from the IRS. And make sure you have a Power of Attorney on file if you are addressing tax issues on behalf of your clients.





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Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.

Prior to this role, Caleb served as the editor of Going Concern since its founding in 2009. During his time as editor, Going Concern quickly became one of the most popular and talked about websites in the accounting profession. He has been named one of Accounting Today's Top 100 Most Influential People every year since 2011 and has been published on numerous websites, including Above the Law, Deadspin, Denver Business Journal, and the Huffington Post.

Caleb is an adjunct professor of journalism the Community College of Denver in Denver, Colorado, where he teaches Internet Media.

Prior to falling bass ackwards into the media business, Caleb spent over five years working in public accounting, with more than three of those years at KPMG. Caleb received a Master of Science in Accounting from Colorado State University and a Bachelor of Science in Business Administration from the University of Nebraska at Kearney.

Caleb spends a lot of time on a bicycle and reading, but never at the same time.

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