Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution

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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

72 episodes

4 days ago

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

All content for Federal Tax Updates is the property of Roger Harris, EA and Annie Schwab, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution

Federal Tax Updates

57 minutes

3 months ago

Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution

Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.

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(00:00) - Introduction and Setting the Scene
(01:02) - Overview of IRS Tax Forums
(01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison
(03:07) - History and Evolution of Stakeholder Liaison
(04:57) - Current Challenges and Changes in Stakeholder Liaison
(05:53) - Addressing Practitioner Issues and Communication
(16:05) - How to Contact Stakeholder Liaison
(19:55) - Introduction to Data Safetys
(22:07) - Steps to Take After a Data Breach
(24:00) - IRS Support and Resources
(25:12) - State-Specific Requirements for Data Breaches
(27:11) - The Importance of Online Accounts
(28:45) - Setting Up and Using IRS Online Accounts
(37:28) - Power of Attorney and Tax Pro Accounts
(42:31) - Handling Disasters and IRS Outreach

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Connect with Maggie
LinkedIn: https://www.linkedin.com/in/margaret-romaniello-5189758a

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Roger Harris
Annie Schwab

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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