Form 2848 Intake

Taxpayer Information

Your identifying details as they will appear on the IRS Power of Attorney.

Are you filing as an individual or on behalf of an organization? *

Individual (personal tax matters)

Organization (church, ministry, or nonprofit)

Both (individual and organization matters)

Personal Details

Primary taxpayer contact and identification.

First Name *

First name is required.

Last Name *

Last name is required.

Title or Position *

Title is required.

Date of Birth *

Date of birth is required.

Social Security Number (SSN) * Required for individual tax matters

SSN is required.

Daytime Phone Number *

Phone number is required.

Email Address *

Valid email is required.

Mailing Address *

Address is required.

City *

State *

ZIP *

Organization Information

Required if the Power of Attorney covers organizational tax matters.

Organization Legal Name *

Organization name is required.

Employer Identification Number (EIN) * Organization's federal tax ID

EIN is required for organization matters.

Your Title Within the Organization * Must be an authorized officer

Organization Address

City

State

ZIP

Spouse Information (If Applicable)

Complete only if this Power of Attorney also covers a joint tax return.

Does this POA cover a joint return with your spouse?

No -- Individual only

Yes -- Include spouse on this POA

Tax Matters

Specify the tax forms, types, and years for which you are granting Power of Attorney to Church Law & Strategy.

Common Tax Matters for Ministers & Churches: Income (Form 1040), Employment (Form 941), Exempt Organization (Form 990), Self-Employment Tax (Form 4361). Add each matter that applies.

Description of Matter *

Tax Form # *

Year(s) *

Your Authorized Representative

Church Law & Strategy will be listed as your representative on Form 2848.

Representative Information (Pre-filled)

Name:: Regan VanSteenis / VanSteenis Consulting Services, LLC
Firm:: Church Law & Strategy
Address:: Will be completed by our team
Designation:: Will be assigned based on matter type

You do not need to provide representative details -- our team will complete Part II (Declaration of Representative) with the appropriate credentials and CAF number.

Additional Preferences

Optional settings for your Power of Attorney.

Do you have a prior Power of Attorney on file with the IRS that should remain in effect?

No -- Revoke all prior Powers of Attorney for the matters listed above

Yes -- Keep prior POA(s) in effect alongside this new one

Are there any specific acts you do NOT want your representative to perform? e.g., "Do not sign returns on my behalf" -- leave blank if none

Should the IRS send copies of notices and communications to your representative?

Yes -- Send copies of all IRS notices to Church Law & Strategy

No -- Send notices to me only

Third-Party Designee Authorization

Review and sign to authorize Church Law & Strategy to represent you before the IRS.

Important: By signing below, you are authorizing the representative(s) listed to represent you before the IRS for the tax matters specified. This authorization allows them to receive and inspect confidential tax information and to perform any and all acts you can perform with respect to the specified matters (unless restricted above).

I authorize VanSteenis Consulting Services, LLC (Church Law & Strategy) and any of its affiliates, employees, and agents as my representative(s) before the Internal Revenue Service for the tax matters described in this intake form. I understand that the official IRS Form 2848 will be prepared by Church Law & Strategy based on the information I have provided and will be sent to me for final review and wet signature before filing.

Authorization is required to proceed.

I affirm that all information provided in this intake form is accurate and truthful to the best of my knowledge.

You must affirm the accuracy of your information.

Electronic Signature

Your electronic signature on this intake form. Note: The official IRS Form 2848 will require a separate wet signature or IRS-authorized electronic signature.

Electronic Signature * Type your full legal name as your electronic signature

Signature is required.

Date *

Title (if signing on behalf of an organization)

Additional Information

Help us serve you better.

How did you hear about us?

If referred, who referred you?

Additional Notes or Questions

✓

Thank You!

Your Form 2848 intake information has been submitted successfully. Our team at Church Law & Strategy will prepare the official IRS Form 2848 and send it to you for review and final signature.

You will receive a copy of the prepared Form 2848 for your wet signature before we file with the IRS. If you have questions, email [email protected]

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IRS Form 2848 Intake