ETax847 Posted March 25, 2021 Report Share Posted March 25, 2021 Which form do you generally file with the IRS to be able to speak on behalf of a client? Does either form serve this purpose? Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 26, 2021 Report Share Posted March 26, 2021 Are you representing the client or simply seeking information on a client account? Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 26, 2021 Report Share Posted March 26, 2021 2848 is better for us, preparers. 1 Quote Link to comment Share on other sites More sharing options...
ETax847 Posted March 26, 2021 Author Report Share Posted March 26, 2021 I would like to discuss a client's CP notice in hopes of getting it resolved timely. Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 26, 2021 Report Share Posted March 26, 2021 Then you want a 2848 and make sure you specify on it the tax year in question, the CP2000, and also civil penalties. Those should go on three separate lines on the 2848 so there's no question. In the column for "tax form" you can leave it blank or put "1040 series" for the first one. Think about if you want to go back or forwards a year - in case there are carry forwards (from prior or to following) that could affect the other year's return, having it on the 2848 right from the start can streamline the resolution. 3 Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted March 27, 2021 Report Share Posted March 27, 2021 I think a preparer who is not a cpa or an ea cannot use 2848. Is this correct? Quote Link to comment Share on other sites More sharing options...
jklcpa Posted March 27, 2021 Report Share Posted March 27, 2021 49 minutes ago, TAXMAN said: I think a preparer who is not a cpa or an ea cannot use 2848. Is this correct? Not correct. Suggest you review pg 2 of the instructions under "Declaration of Representative". 1 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 27, 2021 Report Share Posted March 27, 2021 20 hours ago, TAXMAN said: I think a preparer who is not a cpa or an ea cannot use 2848. Is this correct? The trick is that a non-CPA, non-EA preparer can ONLY represent the taxpayer for returns that s/he has prepared. No other years. Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 27, 2021 Report Share Posted March 27, 2021 Interested to hear what folks on this board think about the potential liability to preparers under a 2848 vs 8821 (receiving notices and not responding, for example, because you no longer represent the taxpayer). I haven't thought much about it, but I have read a couple articles discussing the issue. How many of you go through the step of terminating your 2848 after you resolve the issue you requested the same for? I might have a summer project. Thanks! Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 27, 2021 Report Share Posted March 27, 2021 The official procedure is to take the originally faxed in POA (no word what to do if you *mailed* it in), write "REVOKED" all over it in heavy marker, and fax that to the CAF unit. I've done it for several clients over the years. It has NEVER stopped me from getting notices for them, annoyingly. 1 Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted March 27, 2021 Report Share Posted March 27, 2021 Thanks for the reply Judy. I had forgot about that one. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted March 28, 2021 Report Share Posted March 28, 2021 A Drake support person told me an interesting story related to getting POAs. She said that a firm allowed individual preparers within the firm to get the POAs in their names rather than in the name of the firm, and the firm did not have these individual preparers sign a non-compete agreement. When these preparers left the firm they were able to take those clients as their own because the clients had signed the POAs that granted those individuals the authority rather than at the firm level. Has anyone heard of this happening? Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 29, 2021 Report Share Posted March 29, 2021 On 3/27/2021 at 8:22 PM, jklcpa said: Has anyone heard of this happening? I have not - but then I only have experience with very small firms. My problem is the other way - trying to revoke POAs for former clients. I've sent in I don't know how many revocations yet I still get letters for these folks. 1 Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 29, 2021 Report Share Posted March 29, 2021 On 3/27/2021 at 7:22 PM, jklcpa said: A Drake support person told me an interesting story related to getting POAs. She said that a firm allowed individual preparers within the firm to get the POAs in their names rather than in the name of the firm, and the firm did not have these individual preparers sign a non-compete agreement. When these preparers left the firm they were able to take those clients as their own because the clients had signed the POAs that granted those individuals the authority rather than at the firm level. Has anyone heard of this happening? Wow. I'm going back to review my confidentiality/proprietary agreement with employees right now! 1 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.