Forms

Tax Forms & Resources.

Not sure which form you need? We can help before you fill it out. Download the latest versions directly from IRS.gov.

Let us speak with the IRS for you

Power of attorney, or POA, is written permission that lets an authorized person handle specific IRS matters for you.

Choose the scope

You tell us which tax years and issues need attention. That keeps the authorization focused.

Verify your details

We confirm your identity and match your tax details to IRS records to prevent delays.

Start the conversation

We communicate with the IRS on your behalf, request transcripts, and work through the issues you named.

Keep you informed

The authorization is limited, secure, and can be revoked. We keep you informed as the work moves forward.