IRS Tax Representation
To be represented before the IRS, you must agree to sign a Power of Attorney Form 2848. Each “entity” must sign its own Form 2848. It is based on Federal ID Number or Social Security Number. This means that a married couple filing jointly must each sign a 2848 if a tax case involves 1040 income tax on a jointly filed return.
The IRS will only allow Enrolled Agents, CPA’s or a Tax Attorney to represent you. You can represent yourself. If this is the case, you do not sign a Form 2848.
In your first meeting with TDRS, you will be asked to sign a Form 2848. The Form 2848 is then sent to a division in the IRS only accepting and approving Forms 2848. This can take weeks to obtain approval.
On the Form 2848, you allow your representative to only have representation on:
- Tax Matters – such as, Income Tax, Employment taxes, Civil Penalties
- Tax Form Numbers – such as, 1040 or 1120
- Tax Years – such as, 2002 to 2020
You can give your Representative the authority to not only represent you in IRS matters, but they can negotiate Payment Plans and sign tax returns.
Once the IRS grants permission to access your file, data will be retrieved to analyze your case. Many times clients walk in with a tax notice, for example, from Tax Year 2010. They think Tax Year 2010 is the only year there is a problem.
Once we look into the IRS database, we see that taxes are owed for 2008, 2012 and 2015. This information is critical. Once discussions begin with the IRS, they look ALL unpaid tax years. Knowing what we are dealing with is very important before picking up the phone and calling the IRS. We had to know there are 3 other open years.
TDRS now can have a one-on-one discussion with the IRS. TDRS is ready to call the IRS and represent you the RIGHT way.