Discussion:POA form
From TaxAlmanac, A Free Online Resource
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.
From TaxAlmanac
Discussion Forum Index --> Basic Tax Questions --> POA form
Discussion Forum Index --> Tax Questions --> POA form
| 23 July 2008 | |
| What is the form I must send in to the IRS in order to be able to discuss a client's return with them? Have an elderly client who can't remember specifically what the IRS told her regarding supposed need to amend here 1040A for 2007... | |
Seaside CPA (talk|edits) said: | 23 July 2008 |
| Form 2848 is the Power of Attorney form. | |
| 23 July 2008 | |
| Thanks Seaside. We must be within 70 miles of each other. I'm in Chesapeake VA | |
| 23 July 2008 | |
| In your profile, you don't say that you're an EA, CPA or Attorney, consequently the 2848 won't give the IRS authority to discuss taxpayer info. with you. -- Larry Hess, CPA | Albuquerque, NM | Talk to me | |
| 23 July 2008 | |
| Larry, you may not be familiar with Pub 470?. But I agree, if he didn't prepare the return they can't talk to him. | |
| 23 July 2008 | |
| strike that - he could use the Tax Information Authorization form 8821, but he can't represent the client. | |
| 23 July 2008 | |
| "What is the form I must send in to the IRS in order to be able to discuss a client's return with them? "
Simplier yet. Did you do the return and the "Third party designee" box check? | |
| 23 July 2008 | |
| There is now a revised 2848 available which adds new designation codes which include enrolled retirement plan agents, student tax attorneys, and student CPA'S. | |
| 23 July 2008 | |
| Sounds like an 8821 to me...did not prepare the return and this only gives you a "transcript" of the information IRS has. Not to say that if you have the client present you cannot "accompany" them much like a family member, neighbor, etc. but you have no abilities other than the tp whispering in your ear if you are not enrolled to practice..... | |
| 25 July 2008 | |
| Solomon, I hadn't realized prior to your post that Circular 230 Section 10.79(d) allowed "CPA student" and "law student" who receives special permission from the Director of OPR to represent taxpayers. Presumably, not all students will qualify, so it will be interesting to see how OPR handles this. I'm also curious as to how to distinguish a CPA student from an accounting student.
Any CPAs who can offer guidance? | |
| 25 July 2008 | |
| CPA is qualified in the "states"...a state designation.
If you are a "candidate" for the CPA exam...that is if you can pass the tests and have the experience, then you are considered a "CPA student". That is how I read it... | |
To join in on this discussion, you must first
log in.
