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Represent client before IRS

LINDAAHILL
Level 3

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

 

 

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15
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.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15

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

The more I know, the more I don't know.