IRS call center professionals take great care to make certain they only discuss personal information with the taxpayer it belongs to or someone the taxpayer authorizes to speak on their behalf. The IRS will ask tax professionals to verify their identities when calling the IRS on behalf of their clients.
When you call, have the following information available:
• Verbal or written authorization from the third party to discuss the account.
• Ability to verify your client’s name, their SSN or ITIN, and the tax period and tax form(s) filed.
• Preparer Tax Identification Number (PTIN) or PIN if a third-party designee.
• Current, completed and signed Form 8821, Tax Information Authorization or completed and signed Form 2848, Power of Attorney and Declaration of Representative.