Follow Our Simple Process
At Remote Tax Advocates, we’ve streamlined the process to make getting expert tax help easy. It’s a quick, secure, and straightforward way to get the support you need to resolve your tax and IRS issues.
Contact Us
Submit an inquiry to get in touch with the Remote Tax Advocates team.
2. Engagement Letter
Our team will provide an engagement letter to establish a professional relationship.
3. IRS Form 2848
Sign the IRS Form 2848 so we can resolve issues with the IRS on your behalf.
4. Additional Documentation
Along the way, your advocate may request more documentation. Please provide that as promptly as possible.
For When Its Urgent…
IRS issues require quick attention, and with our efficient process, we make it easier than ever to begin resolving your concerns. Act now to avoid delays and secure the guidance you need.
Contact Us
Submit an inquiry through our contact page or send us an email at cpa@remotetaxadvocates.com explaining your circumstances and how we can help.
Engagement Letter
An engagement letter is an agreement that outlines the scope of our services, responsibilities, and fees between you and our firm. Our team will provide an engagement letter, establishing the relationship and services to be provided.
IRS Form 2848
IRS form 2848 is a limited Power of Attorney that simply gives us the ability to access your tax records, discuss your tax returns with the IRS, and to talk to the IRS on your behalf. This process ensures that our firm can effectively manage and gain insight into your tax matter. The 2848 form requires your full name as it appears on your tax return, current address and social security number. This 2848 is only in force for as long as the taxpayer and our firm believes to be necessary.
Additional Documentation
Depending on the extent of the services needed, we may need to request additional information. Some tax controversy matters including Installment Agreements and Offers in Compromise will require additional financial information and documentation. With this in mind, it is important for the taxpayer to give us the necessary tools as quickly as possible. This will allow us to assist you as quickly and efficiently as possible.