The Pel & Associates "Care Plan" was designed to allow us to better assist our clients with IRS correspondence.
For more information, click here: Care Plan 2019
If you would like to sign up for the Care Plan, please fill out and sign Form 8821.
For Married Filing Joint taxpayers, each spouse will need to fill out and sign a separate Form 8821.
Please bring the completed form(s) to your tax appointment or include with your source documents if you will be having your tax return prepared via correspondence.
You can find a blank Form 8821 here: Form 8821
To complete the form, fill out section 1 with your name, address, and social security number, and then sign at the bottom.
Feel free to contact our office at 714-526-2668 or admin@pelandassociates.com should you have any questions.
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