Good morning, everyone.
I'm looking for some guidance on the process of getting my new firm entity registered with e-services so I can process an EFIN application under the firm EIN. I've setup a new LLC for my Firm (single member LLC for now since I'm the only owner) and have a new EIN for this entity. I've called 3x to IRS E-services help desk and just get hung up on due to "high call volume."
When I go to do the EFIN application - the IRS website is making me login individually (i've verified with id.me to access my personal return data so I am using this login). However, I want to setup my EFIN under my new LLC (single member LLC formed for my new CPA practice. When I fill out the application - if I select dropdown for the entity the only applicable ones would be "sole propietor" or "Limited Liability Corporation" (corp is the wrong word, but its what they have on the menu).
I've tried both formats using my Firm LLC name and Firm EIN and it says they don't match tax records and it kicks me out for 24 hours for too many incorrect attempts.
Here are my questions and I'm hoping someone has done this recently:
1. Do I need to somehow register my Firm itself for id.me, rather than using my individual login, and then use that login to do the EFIN application? If so, how? or,
2. Do I just do the login using my Social and put my Firm name (XYZ CPA FIRM, LLC) as the DBA? I began an application that way and it did get me past the error screen and open an application up, but since it would be under my social and not my firm EIN, it doesn't seem correct. My gut here is saying the individual e-services login is trying to pair my SSN with the "ein" I enter and it's kicking it out as an error.
How in the world do I get a firm single member LLC registered for E-services so that Firm can then apply to be an ERO?
Thanks,
GulfcoastCPA