Wondering if I should just get a POA on every client at the same time they drop off their documents/engagement letter going forward.
Had a client with a CP23 yesterday. Called the PPH and really didn't get very far since I only had third party designee. Honestly I think the agent spent more time telling me about how she could basically just take information from me than she did actually taking said information. It was ridiculous.
Do any of you just get a POA for your clients when you are just preparing their returns and if you do, for what time frame? Seems a bit overkill but since you can't always predict when a notice is coming, logistically, it seems easier just to get one when you are getting everything else from them.