Power of Attorney & Authorization Forms: Form 2848 & 8821

power of attorney form tax

When you are authorizing an individual to receive confidential tax information or authorizing them to act on your behalf regarding federal tax matters you must make the appropriate filing with IRS. There are two different ways to give authorization to a person. The way you choose depends on the amount of power you are willing to give that person that is going to be helping you. Power of attorney gives them the most power, they can act on your behalf for tax matters. You can limit their power by just authorizing them access to your confidential tax information by filling out and filing the tax information authorization form.

IRS Form 2848 - Power of Attorney and Declaration of Representative

IRS form 2848 is gives power of attorney to the representative that is chosen. Once completed this form will authorize an individual to represent you before the IRS and allow the individual to receive and inspect confidential information about your taxes. The person authorized in this filing must be an eligible person to represent you. This is a two part form in which the taxpayer information must provide their personal information and the representative that was chosen must provide their name and CAF number, which is a number that is assigned by the IRS in order to identify representatives. The second part of this form is the declaration of representative. In this part the chosen representative must sign, date and enter the designation under which they are allowed to practice before the IRS.

IRS Form 8821 - Tax Information Authorization

IRS form 8821 is used to authorize any individual, corporation, firm, organization, or partnership to inspect and/or receive your private tax information. They can receive information from any IRS office for the tax information and years that are listed when the form is completed. When this form is completed it gives the appointee  limited power over your financial information. Completing this form will not allow them to represent you to the IRS, execute waives, sign documents or closing agreements. If you want them to have the power to represent you then you must file for a power of attorney with form 2848 listed above.

Address or Fax Number To Send Power of Attorney or Tax Info Authorization

These forms must be sent or faxed to the IRS within 60 days of the date they were signed by the taxpayer. The IRS has different address and phone numbers to send to based upon where you live. Below are the addresses and phone numbers:

Your State
Address
Fax Number
AL, AR, CT, DE, DC, FL, GA, IL, IN, KY, LA, ME, MD, MA, MI, MS, NH, NJ, NY, NC, OH, PA, RI, SC, TN, VT, WV
Internal Revenue Service
P.O Box 268, Stop 8423
Memphis, TN 38101-0268
(901) 546-4115
AK, AZ, CA, CO, HI, ID, IA, KS, MN, MO, MT, NE, NV, NM, ND, OK, OR, SD, TX, UT, WA, WI, WY
Internal Revenue Service
1973 N. Rulon White Blvd. MS 6737
Ogden, UT 84404
(801) 620-4249

 

Power of Attorney Representation


Understanding How Power of Attorney Works
Understand exactly what IRS power of attorney means and how it works. Know when and when not this is needed and what forms need to be completed to do this.

IRS Power of Attorney Representation
Need IRS Power of Attorney Representation? We can handle the IRS for you and eliminate the stress of your tax problem. Talk to a tax professional today!

IRS Form 2848
Instructions on how to fill out IRS Form 2848 in order to authorize an individual to represent you before the IRS. Understand what is required.

Benefits of Using a Tax Professional
Why it is a good idea to use a tax professional when dealing with the IRS. Complex IRS code cause many people to end up owing more money when they try to handle their tax problems on their own.

What Does a Tax Resolution Company Do?
Factors to consider when selecting a tax relief company. Don't make the mistake of selecting the wrong one.

Benefits of Using a Tax Attorney
Understand the various benefits of using a tax attorney and what types of issues a tax attorney is particularly good at handling.

Benefits of Using a CPA
Understand the various benefits a CPA offers and what types of tax issues they are particularly good at handling.

Benefits of Using an Enrolled Agent
Understand the various benefits of using an enrolled agent and what types of tax issues they are good and handling.