Federal Tax, Tax

Third-Party Authorization for Handling Your Tax Matters

If the IRS wants to talk to you about a specific tax matter, you can authorize a third party to do the talking for you. But you must grant third-party formal permission. There are several ways to do this, including by assigning your power of attorney to a person who is authorized to practice before the IRS. That person can represent and advocate for you, sign on your behalf and receive copies of your tax information and IRS communication. You can also name a third-party designee on your tax return when you file, to discuss that return only. Or you may simply give oral permission for someone to join you in a meeting or call with the IRS. Contact us if you have any questions. © 2024