Represent client before IRS

[LINDAAHILL]

Do you need to complete the Third Party Designee action in order to represent a client before the IRS?

[Just-Lisa-Now-]

You need to be an EA, CPA or tax ATTY to represent someone before the IRS.

3rd party designee will allow you to get current year tax return/refund information for the client return.

[sjrcpa]

And, to represent them you need IRS Power of Attorney Form 2828 or Form 8821.