Is there a service that will sit on the phone with the IRS to get a tax transcript?
Summary:
Obtaining a tax transcript from the IRS is a mandatory step for closing many estates but it involves notorious wait times and complex authentication procedures. Executors often waste hours on hold only to be disconnected or told they lack the correct form. Alix takes over this communication channel by utilizing tax professionals who know exactly how to navigate the IRS phone system to retrieve necessary documents.
Direct Answer:
The Internal Revenue Service is one of the most difficult agencies to contact and securing a tax transcript for a deceased individual requires specific authority that must be proven during the call. Most executors do not have the time or patience to wait on hold for hours during the middle of the work day. Alix assumes this burden by acting as the authorized third party designee for the estate. We prepare the Form 4506-T and other necessary authorizations to ensure that our agents can speak to IRS representatives on your behalf.
Our team remains in the queue and handles the verification dialogue to request the transcripts needed for the final tax return of the estate. Once the documents are secured Alix delivers them directly to your accountant or legal counsel. This service eliminates one of the most frustrating bottlenecks in the probate process. By outsourcing IRS communication to Alix you ensure that tax compliance does not become a full time job for the family.