The Reference Desk

The library is free, and stays free. The Desk is for the reader who wants the library to walk with them: guided versions of the hard passages, the deadline held in front of them, and a second pair of eyes on their documents before those documents meet the IRS.

§ 1 —What the Desk adds, as slip rules

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REFERENCE DESK — $79 PER YEAR · SLIP RULES

The verified library, member edition. Everything in the free library, plus member-only entries, with the same verified-on dating. When an IRS source changes, the member edition is corrected first and the correction is noted, not silently swapped.

EIN-status & CP 575-replacement walkthroughs. Guided, step-ordered walkthroughs for checking where an EIN application stands and for obtaining the Letter 147C replacement for a lost CP 575 — the call prepared before it is made, the questions in the order they are asked.

EIN-vs-ITIN decision reference. The three-numbers reference as a worked decision path: your situation in, the applicable number and form line out, with the IRS citations the answer rests on.

Form 5472 / 1120 deadline reference. Your entity's dates, held by the Desk: the April 15 regular date, the Form 7004 extension path to October 15, and reminders ahead of each — orientation and dates, never preparation of the return.

Two document-readiness checklist reviews per year. A serviced benefit: you submit a document set through the intake, and a reviewer works it against the library's published readiness checklists and returns the completed checklist with the gaps marked. A review checks readiness; it does not file, certify, or advise. How the intake works.

§ 2 —Three artefacts, shown

A sample member walkthrough page — REF C-1, guided setting

WALKTHROUGH — BEFORE YOU CALL FOR LETTER 147C

1 · Have the entity's legal name as the IRS recorded it in front of you — the CP 575 spelling, not your styling of it.
2 · Have the responsible party's details and the address of record ready for the identity check.
3 · Ask for the letter by name: “an EIN verification letter, Letter 147C.”
4 · Choose fax if you can — the letter can be sent during the call.

SPECIMEN — THE FREE ENTRY AT REF C-1 STATES THE SAME FACTS

A sample marked checklist

✓ MARKED — Responsible party is the individual who truly controls the entity

✗ GAP — Line 7b entry does not yet match the current SS-4 instructions for this party — see REF B-3 n.8

✓ MARKED — Legal name agrees, character for character, across formation papers and SS-4 draft

✗ GAP — Address of record differs from the address on the latest IRS notice — see REF C-2

SPECIMEN — A MARKED CHECKLIST FROM A REVIEW CARRIES THE SAME MARKS, ON YOUR DOCUMENTS

The member deadline reference

APR 15 — DUEOCT 15 — EXTENDED

JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC

DEADLINE STRIP — CALENDAR-YEAR ENTITY · REF D-1 · A NON-CALENDAR YEAR USES THE 15TH DAY OF THE 4TH MONTH AFTER ITS YEAR ENDS

§ 3 —What the Desk never does

It never files an EIN, for anyone, at any price. Filing belongs to a filing business. It never forms a company, prepares a tax return, or gives tax or legal advice. Members are pointed to qualified professionals for their own facts, by name of the question to ask them. It never sells a “lifetime” anything. The Desk is a subscription: $79 per year, renewable, cancellable.

§ 4 —Founding list — the Call Slip

Current state, stated plainly: the Desk's operating company, EIN For Non-Residents LLC, is not yet formed, banked, and payment-live — so no payment can be taken and none is asked for. We do not publish a date we cannot guarantee. What you can do today is join the founding list. Founding-list readers are written to first when the Desk opens, at the $79/yr price shown here. Joining costs nothing, obliges you to nothing, and is not a pre-order.

STATUS: FOUNDING LIST · PAYMENTS: NOT YET OPEN · PRICE: $79/YR

Browse the free library meanwhile · Route my question first