News CAF numbers in “pending review” status PDF (05/08/24) Does your organization or association want a presentation by the Office of Professional Responsibility? PDF (04/16/24) De-CAFinating your client authorizations—Practice good records hygiene by filing a FOIA request for a CAF77 Report and Withdrawing Unneeded Authorizations PDF (03/11/24) The IRS never goes phishing PDF (01/22/24) Practitioner diligence obligations and the report of foreign bank and financial accounts PDF (11/29/23) Careful wisp(er) – Professional responsibility and data security: Practitioners’ obligation to have a written information security plan PDF (11/14/23) Requesting IRC 6103 information from the OPR PDF (09/28/23) Not all powers are the same: Using a durable power of attorney rather than a Form 2848 in tax matters PDF (08/28/23) Does your organization or association want a presentation by the OPR? PDF (07/06/23) Best practices: How to prepare for and what to do when a tax practitioner dies PDF (06/27/23) In-house tax professionals and Circular 230 PDF (06/15/23) Professional responsibility and the Employee Retention Credit PDF (03/07/23) Due process procedures in Circular 230 matters PDF (10/17/22) Refer practitioner misconduct to the Office of Professional Responsibility (OPR) PDF (2/22/22) OPR issues Spanish-language version of Form 8821 & Instructions PDF (03/30/21) Guidance Revenue Procedure 81-38 PDF Section 6103 information (OPR’s Alert #2023-09) PDF Section 6103 Request Letter PDF Delegation Orders Circular 230 Practitioner e-Services Transcript Delivery System Access Practitioner diligence obligations and the report of foreign bank and financial accounts PDF OPR policy for Offshore Voluntary Disclosure Program PDF Contingent fees under Circular 230 Circular 230 Tax Professionals
