Written by Benjamin Kingsley
Do you have questions about or need assistance with a power of attorney? Please click here to email us at contact@legalandme.com.
Do you need a power of attorney form? We make a do-it-yourself power of attorney: finance power of attorney or healthcare power of attorney.
Form 2848, Power of Attorney and Declaration of Representative, is an important IRS form used to authorize an individual or organization to represent a taxpayer before the Internal Revenue Service. As an estate planning attorney, I often assist clients with completing this form to allow me to communicate with the IRS on their behalf regarding tax matters.
The primary purpose of Form 2848 is to grant specific powers to a designated representative, such as an attorney, CPA, or enrolled agent. This allows the representative to perform various actions, including:
– Receiving confidential tax information
– Signing tax returns
– Negotiating with the IRS regarding assessments or collections
– Executing waivers or offers in compromise
– Representing the taxpayer in audits or appeals
It’s important to note that Form 2848 is limited to tax matters and does not grant broad powers over a person’s financial affairs like a general power of attorney might. The form requires detailed information about both the taxpayer and the appointed representative, as well as specifying the exact tax matters and years covered by the power of attorney.
When preparing Form 2848, careful attention must be paid to properly completing all sections, including listing specific tax forms and years. The form must be signed and dated by both the taxpayer and the representative. For married couples filing joint returns, each spouse must complete and sign a separate Form 2848 if they wish to appoint a representative.
Do you have questions about or need assistance with a power of attorney? Please click here to email us at contact@legalandme.com.
Do you need a power of attorney form? We make a do-it-yourself power of attorney: finance power of attorney or healthcare power of attorney.