CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to Submit 2848/8821 Forms Successfully 95% of the Time?

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
How to Submit 2848/8821 Forms Successfully 95% of the Time?

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00427-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0428)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00427-21-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00427-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

This CPE/ CE webinar will cover the best practices for submitting IRS forms 2848/8821, as well as requirements of IRM  21.3.7  Processing Third-Party Authorizations onto the Centralized Authorization File (CAF).  Getting these forms processed at the IRS CAF unit can be a challenge.  

Form 2848 allows a power of attorney to represent a taxpayer before the IRS, Form 8821: Tax Information Authorization empowers someone to receive and inspect your confidential information without representing you to the IRS.In other words, you may use Form 8821 when you want someone merely to see your tax information. For Example  As when you're applying for a mortgage and need to share your tax information with your lender.

This online CPE webinar for CPAs, Tax Professionals, Enrolled Agent etc covered key topics:

  • Best practices for completing the forms 2848/8821
  • Getting signatures, submitting to the IRS, and the CAF process.  
  • Deceased taxpayer procedures.
  • Preview of the future IRS online and how to get form processed.

By the end of this course, practitioners will be able to prepare, execute, and submit valid 8821 & 2848 authorization forms to the Internal Revenue Service.  The 8821 & 2848 are important tools in the tax professional’s arsenal, allowing them to access important information on taxpayer accounts over the phone or through the Transcript Delivery System (TDS).

Learning Objectives

  • To review the process of preparing, executing, and submiting valid 8821 & 2848 authorization forms to the Internal Revenue Service.
  • To analyze the future IRS online process and how to get form processed
  • Identify best practices for completing the forms 2848/8821
  • Better Understand Deceased taxpayer procedures.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA





Thank you for providing information which I can incorporate in both my tax practice and in my college classroom. There was more valuable information provided in this free webinar than in combining all of the paid sessions I have ever attended since 2002! As soon as the webinar ended, I shared my thoughts with another instructor, and she is now interested in other sessions by Roger Nemeth. Thank you, again!


Thank you for the very informative presentation on tax pro assistance for efficiently completing applicable forms; Roger is extremely knowledgeable and conveys the process seamlessly.


Mr. Nemeth, presented in a manor that was easy to follow. Thank you. He simplified the filing of the 2848 and 8821 was easy to follow for me. So I do not have any improvements at this time. Please keep me included in any of his other presentations.


Great webinar and worth the time attending to. The speaker presented it very well the best practices in submitting forms 2848/8821. Very helpful.


Extremely timely information on how to get the major representation item in place that separates you from non-professionals. Good bullet points on the form differences and what liabilities are imposed on each.


Roger gave an incredible webinar on Form 8821/2848. He covered a lot of information. I learned a lot of new information that will help going forward. He is a great speaker.