Helpful Tax Information All in One Place

 At Strategic Wealth Consulting, our mission is to make your tax experience simple, stress-free, and secure. To serve you best, the IRS requires authorization forms that let us access your information or represent you directly. These forms protect you and give us the tools we need to get things done. 

 📄 IRS Form 8821 – Tax Information Authorization  

• Allows us to view your IRS records (like transcripts, balances, and filings).
• Helps us spot errors, monitor your account, and resolve issues faster.
• Saves you from long IRS hold times and confusing notices.

📄  IRS Form 2848 – Power of Attorney  

• Authorizes us to represent you directly before the IRS.
• We can speak to IRS agents, respond to notices, and handle audits in your place.
• Gives you peace of mind knowing a trusted professional is standing between you and the IRS.

 ✅ Important: This form only applies to tax matters. We do not gain control over your finances, accounts, or personal decisions. 

• Which One Do You Need? Choose 8821 if you just want us to monitor and access your IRS information.
• Choose 2848 if you want us to fully represent you and handle IRS interactions on your behalf.

Some clients use both forms for complete coverage.

Form 4506-T Request for Tax Transcript

• Lets you request a summary transcript of prior years’ tax returns.
• Helpful you have misplaced your previous returns or you need IRS records for loan/mortgage purposes.
  (Note: 8821 also gives you transcript access, but some lenders still specifically ask for 4506-T.)

Form 4868 Extension of Time to File Individual Tax Return 

• Gives individuals an automatic 6-month extension.
• If you are missing documents or late records you will need this.

Form 9465 Installment Request

• If you can’t pay your taxes owed in full and want to set up monthly payments.
•  Setting up an installment agreement can stop levies, liens, and wage garnishments. 

Form 433-A/B Collection Information Statement 

•  A financial disclosure form the IRS requires when you can’t pay your tax debt in full. 
•   Shows your income, expenses, assets, and debts so the IRS can decide your eligibility for relief. 

Form 8857 Request for Innocent Spouse Relief 

•  Protects you from paying taxes, penalties, and interest caused by your spouse or ex-spouse’s mistakes. 
•  Gives you a fair chance if you’re divorced, legally separated, or widowed. 

Form W-9 Request for Taxpayer Identification & Certification

• Collects a client’s SSN or EIN.
• Useful for contractors, small business clients, or when you need correct info for 1099 filing.

Form 4852: Substitute for Form W-2 or 1099-R 

•  IRS Form 4852 is used when a taxpayer has not received their W-2 or 1099-R by the tax filing deadline—or if the received form is incorrect and the employer or payer has not provided a corrected version. 

 Have questions about which form is right for you? Call us at 313-826-2162 or email us at info@strategicwealthconsulting.net — we’ll guide you every step of the way.