katieinny Posted April 17, 2014 Share Posted April 17, 2014 I've never given a thought about crossing state lines with my ERPA designation because everybody I've done work for is in NY, as am I. However, I was just filling out a 2848 for a client in another state, and suddenly I started wondering if there might be a problem. Am I limited to working with clients only in my state? Link to comment Share on other sites More sharing options...
ETA Consulting LLC Posted April 17, 2014 Share Posted April 17, 2014 Am I limited to working with clients only in my state? Calm Down!!!! No. Your ERPA is for representing clients before the IRS. The IRS is a federal, not state, entity. All my clients are outside my state. Good Luck! CPC, QPA, QKA, TGPC, ERPA Link to comment Share on other sites More sharing options...
John Feldt ERPA CPC QPA Posted April 18, 2014 Share Posted April 18, 2014 Perhaps you could put "Treasury Dept. IRS" as the licensing jurisdiction? Link to comment Share on other sites More sharing options...
My 2 cents Posted April 18, 2014 Share Posted April 18, 2014 The 2848 is solely for purposes of being designated as having power of attorney to represent someone before the IRS. You don't actually have to be a member of the bar anywhere to be authorized for a power of attorney, do you? Always check with your actuary first! Link to comment Share on other sites More sharing options...
katieinny Posted April 21, 2014 Author Share Posted April 21, 2014 Thanks for your replies. I know that attorneys need to enter the states in which they are licensed to practice law, and that gave me pause for a minute, even though it certainly seemed logical the I could represent clients from any state before the IRS. Link to comment Share on other sites More sharing options...
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