In order to combat identity theft and fraud, the IRS may require additional information as part of the Taxpayer Protection Program. Failure to provide this information may result in the IRS flipping the taxpayer’s disbursement to an IRS-mailed check.
In these situations we do not receive your client’s refund, so we can’t collect your fees, and your client may wait weeks to receive a check from the IRS.
How to assist clients with 5071c letters
Taxpayers that received an IRS 5071c letter will be asked to verify their identity in order for the IRS to process the return. If a return is mailed because of a missing or incorrect Identity Protection PIN (IRS IP PIN) on the e-filed return, you or your client may be also be asked to confirm the Routing Transit Number (RTN) and Deposit Account Number (DAN) listed on the return.
Clients that applied for an Assisted Refund from Santa Barbara Tax Products Group will need to provide our RTN and your client's unique DAN. Here is our bank info:
- RTN: 124303120
- DAN: Contact sbtpg for more information
You may also request this unique DAN code by contacting us by phone at 855-874-9607 or by logging in to our website, selecting help, and creating a support case.
Contacting the IRS about a client
If you are contacting the IRS on behalf of a client, the IRS will only speak with you after verifying several pieces of information including a signed Form 8821 (Tax Information Authorization) or a signed Form 2848 (Power of Attorney and Declaration of Representative). You may also be asked to provide your client's IP PIN as noted above.