If the IRS wants to talk to you about a specific tax matter, you can authorize a third-party to handle it on your behalf. But whether it’s an unpaid friend or relative or a paid tax pro, you must grant them formal permission. That can take several forms, such as assigning your power of attorney to a person who is authorized to practice before the IRS. Or you can appoint an individual using a tax information authorization for a specific tax issue. You can also name a third-party designee on your tax return when you file it, to discuss that return only. And you can give oral permission for someone to join you in a meeting or in a call with the IRS. Contact us if you have questions. © 2023