• First step is to gather basic information in order to prepare IRS From 8821.
  
  IRS Form 8821 is: Tax Information Authorization. This form authorizes a firm to receive your confidential information for the type of tax and the years listed on Form 8821. It is important to note that Form 8821 doesn’t authorize your designee to speak on your behalf; to execute a request to allow disclosure of return or return information to another third party; to advocate your position regarding federal tax laws; to execute waivers, consents, closing agreements; or represent you in any other manner before the IRS.
  
• We will then prepare Form 8821 for your signature.
  
• When the signed Form 8821 is returned to our office it will be electronically remitted to the IRS for processing.
  
• Once the IRS has processed the authorization we will request your tax information
  
• Using this information we will analyze your specific situation to determine exact needs and provide you with a detailed review.
  

This entire Getting Started process is free of charge, with absolutely no strings attached.

At this point we will move forward together knowing what we need to do to get your tax filings updated and current. And because we have researched your needs and taken the time to truly understand your situation you will know exactly what our fees are before you commit.