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Tax Rep Fundamentals: Intro to Forms 2848 and 8821

Wednesday, January 14, 2026 | 3:00 pm - 4:00 pm

Speaker: Kesha Dawson-Harris
CE: 1 IRS/CTEC Credit
Price: $30 Members | $60 Nonmembers

Every Enrolled Agent holds the power to represent taxpayers — but true advocacy begins with understanding your authority. In this foundational course, we demystify IRS Forms 2848 (Power of Attorney) and 8821 (Tax Information Authorization) to learn how and when to use each effectively. Through real case examples and a step-by-step walkthrough, attendees will explore how to properly complete, submit, and manage authorizations.

Learning Objectives:

  • Differentiate between IRS Forms 2848 and 8821, identifying when each is appropriate for client representation or information access.
  • Complete both forms accurately and understand how to properly obtain clients signature
  • Properly submit and withdraw IRS forms through varies IRS channels

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Tax Rep Fundamentals