Third Party Designee

You can authorize the IRS to discuss your return with your preparer, a friend, family member, or any other person you choose. By checking the “Yes” box in the Third party designee area of your tax return and provide the required information you are authorizing:

1. The IRS to call the designee to answer any questions that arise during the processing of your return, and
2. The designee to:
a. Give information that is missing from your return to the IRS,
b. Call the IRS for information about the processing of your return or the status of your refund or payments,
c. Receive copies of notices or transcripts related to your return, upon request, and
d. Respond to certain IRS notices about math errors, offsets, and return preparation.

Choose your Third Party designee wisely because this person should be able to help you if you have any issues or need assistance when dealing with the IRS.

The authorization will automatically end no later than April 15, the due date (without any extensions) for the tax return.

For assistance with completing your tax returns contact Rudolph Isaacs, CPA.