LAS VEGAS TAX CON

Great news! At the USA Tax Convention in Miami, you’ll have the opportunity to schedule a one-on-one session with the TAS Case Resolution Program. If you would like to book an appointment during the convention, here is all the information you’ll need.

What is the Case Resolution room?

The Case Resolution room will give you an opportunity to meet in-person for a one-on-one conversation with a Taxpayer Advocate Service (TAS) Case Advocate regarding your toughest case involving an IRS tax matter. We will listen to your concerns, conduct thorough research, and determine if it is appropriate to establish a case in the TAS if we need to advocate for the IRS to take an action. Each person is limited to one case. Each appointment will be scheduled for approximately 45 minutes. TAS cannot assist you with your own personal tax matter or any case where you have a vested interest in a corporation, partnership, estate and/or trust.

What do I need for the Case Resolution room?

A completed Form 911. Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance order), and signed original or copy of a Form 2848, Power of Attorney, or Form 8821, Tax Information Authorization, will be required and must be presented when scheduling and appearing for an appointment with TAS. If you have documentation to support the tax issue, TAS may review the documentation and will provide electronic submission options, if appropriate.

Notes:

To protect taxpayers’ Right to Retain Representation, TAS must review the form to ensure it is executed properly. The form must be signed and dated by both the client and the representative. Even if you have submitted a valid Form 2848, Power of Attorney, or Form 8821, Tax Information Authorization, to the IRS Centralized Authorization File (CAF) Unit, TAS will still need a signed original or copy at the Case Resolution room. If you represent both spouses on a married filing joint return each spouse must execute a separate Form 2848, Power of Attorney, or Form 8821, Tax Information Authorization.

What if I'm an Unenrolled Return Preparer?

If you are an Unenrolled Return Preparer, a signed original or copy of a Form 8821, Tax Information Authorization, will be required. TAS will review your client’s tax issue but may be limited on what can be shared during your appointment. Note: TAS will not be able to meet with you regarding your client’s tax issue if you have a signed original or copy of a Form 2848, Power of Attorney, with an “H” designation. This is a limited authorization level and is outside the scope of the Case Resolution room.

How can I get an appointment?

TAS will begin scheduling appointments in person on Tuesday, June 4th between the hours of 12:00 pm and 4:00 pm. We will have a table outside our Case Resolution room. All appointments will be scheduled for Wednesday, June 5th, and Thursday, June 6th. to meet with you regarding your client’s tax issue if you have a signed original or copy of a Form 2848, Power of Attorney. This is a limited authorization level and is outside the scope of the Case Resolution room.

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