As a matter of convenience for our clients and potential clients exploring help, please see the below links for the tax forms used when dealing with the IRS and State Collection Units. We have provided a brief description to each form listed. Tax Representation is not just about tax forms. Completing the requested forms provides your professional with the information needed to tailor the custom resolution that your situation allows.
This form is used to grant an licensed tax professional authority to speak to the Internal Revenue Service on behalf of an individual or business. The filing of this form also grants permission to the IRS to send a "POA Copy" of all correspondence to that tax professional.
DownloadThis form is used by the IRS to determine an Individual's collectibility.
DownloadThis form is used to determine a Bussinesses collectibility.
DownloadAllows a tax professional to speak to the State on a taxpayer's behalf.
DownloadNew York State Dept of Tax & Finance Financial Statement (Similar to above IRS Form 433-A & 433-B).
Taxpayer ResourcesAllows a tax professional to speak to the State on a taxpayer's behalf.
DownloadNew Jersey Division of Revenue Taxpayer Financial Statement.
Download