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Posted

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?

Posted

Am I limited to working with clients only in my state?

Calm Down!!!! :D

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

Posted

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!

Posted

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.

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