The Power of Form 2848 Power of Attorney
Cherry Bekaert: The Tax Beat
Cherry Bekaert: The Tax Beat
The Power of Form 2848 Power of Attorney
Apr 28, 2022
Cherry Bekaert LLP

This Tax Beat podcast takes a closer look at Form 2848, Power of Attorney and Declaration of Representative (“POA”).  A properly completed Form 2848 can open the flow of taxpayer information between the IRS and the tax professional representing the taxpayer.  Anne Oliver, leader of the Firm’s Federal Tax Controversy Practice answers questions on how to effectively file, share, and use a POA.   

Chapter markers

  • 1:58    –  Overview 
  • 7:35    – Methods for completing and filing Form 2848
  • 10:58 – Who should sign the Form 2848?
  • 13:32 – Advantages of using a POA when contacting the IRS
  • 17:02 – Information learned from a taxpayer’s account transcript
  • 20:08 – When can a tax professional contact the IRS without a POA?
  • 22:42 – What happens to a POA after the notice is resolved?