NAEA President Jean Nelsen, EA Responds to IRS’ Proposed Changes to Tax Transcripts and the Transcript Delivery System (TDS)

…the agency has provided modernized online practitioner accounts with a secure mailbox option. In general, NAEA remains concerned about the IRS’s singular focus on providing exceptional service to the loan industry, while treating tax professionals as second-class stakeholders. Without the existence of a strong partnership with enrolled agents and other Circular 230 professionals, we believe the agency and the federal government would be hard pressed to meet even minimum levels of customer service and enforcement. Read NAEA’s comment letter to…

Joint Letter to IRS on Agency’s Decision to Retire Disclosure Authorization and Automated Account Resolution From e-Services

…“former EAR users should call the Practitioner Priority Service.” As part of our efforts to understand the agency’s decision, we attended a liaison meeting last week at which we received unsatisfactory answers to a variety of questions (e.g., how long has the agency known or suspected it would obsolete DA and EAR, why did the agency fail to suggest to industry that volumes were not meeting expectations, how much would the needed IT upgrades cost). For other key questions, such…

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…opportunities for your organization to engage our membership through EA Journal, e-newsletters, website, social media. Contact marketing@naea.org. Media Inquiries For Journalists: Connect with an Enrolled Agent for expert responses to your press questions. For more information, visit the NAEA Press Center, or email us at naeapr@naea.org. Executive Vice President Contact the Executive Vice President, Megan Killian, CAE. mkillian@naea.org 202-822-0099 Stay informed. Sign up. Get the latest updates, exclusive offers, events, tax products, and industry news delivered to your inbox. Δ…

NAEA Sends Comments to IRS on NAEA’s Top Tax Reform Implementation Guidance Recommendations

February 12, 2018 After the start of the 2018 filing season, IRS invited NAEA to present the top tax reform implementation challenges NAEA members considered to be most important to taxpayers in relation to the recently enacted tax changes to individuals’ income and tax credits. IRS also invited NAEA to submit written comments on top-line individual tax reform implementation recommendations. During IRS’s closed-session February 7 National Public Liaison Tax Reform Roundtable with tax practitioner and tax industry stakeholders, NAEA’s top…

Uniform Standards for Electronic Signatures

…using the current emergency to comply with the TFA e-signature mandate, IRS would increase digital security for powers of attorney and disclosure authorization forms; help Circular 230 tax practitioners better represent taxpayers; and speed the ability of the agency to resolve open cases—not to mention to comply with the Taxpayer First Act. NAEA has been the industry leader on this issue and continues to stand ready to work with the agency in its implementation. Sincerely, Jerry Gaddis, EA, MBA President…

NAEA Sends Comments to IRS Acting Commissioner David Kautter on Procedural Changes to IRS Policies

On January 9, 2018, IRS informed tax practitioners and tax industry partners of a January 3 policy change to Internal Revenue Manual (IRM) Section 21.1.3.3, “Third Party (POA/TIA/F706) Authentication.” The stated purpose of this section of the IRM is to provide appropriate research and procedural instructions for IRS customer service representatives (CSRs) to verify the identities of taxpayer representatives who indicate they have a third-party authorization for a taxpayer on file with the IRS. In practice, the IRM update requires…

NAEA Hosts Joint Media Briefing on Tax Preparer Regulation

…and Tom Rice (R-SC). There are approximately 460,000 uncredentialed tax return preparers who may not meet basic competency standards. As a result, many preparers are ill-equipped to assist taxpayers, resulting in inaccurate, and sometimes fraudulent, tax returns. Taxpayers should have confidence that they can expect minimum competency from their tax return preparers. H.R. 4184 is a steppingstone to raising the industry’s standard to ensure that the new authority would require a background check, competency test, continuing education, and ethical standards….