You can authorize us to inspect and/or receive your confidential information verbally or in writing for type of tax and the years or periods by completing this Form 8821.
REMEMBER: Form 8821 DOES NOT ALLOW us to speak on your behalf; to execute request to allow disclosure of return or return information to another third party; to advocate your position with respect to federal tax laws; to execute waivers, consents, closing agreements; or represent you in any other manner before the IRS.
NOTE: Please Review Form 8821 Instructions first and then complete it. If you are unsure how to complete the form, make sure you complete Line 1 and Line 7. IMPORTANT: Line 7 (Signature) - Digital or electronic signature will not be accepted. You should first complete the form, print it, hand sign the form and then upload it.
Click on the Form 8821 below to complete it and upload on client portal. DO NOT EMAIL US THE FORM.
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