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Form 2848 - Unenrolled Return Preparer

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Can a CLU or ChFC who assist a plan sponsor on qualified plan contribution and tax-deductibility issues be considered an "Unenrolled Return Preparer" who can act as representative under Form 2848?

Thanks for all responses


According to the intstructions to form 2848, an Unenrolled Return preparer can only represent a taxapayer with regard to a tax return he or she prepared.


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