Circular 230 Tax Professionals | Internal Revenue Service 2017-2024

Circular 230 Tax Professionals | Internal Revenue Service: What You Should Know

The IRS and its component agencies have adopted this regulation pursuant to Executive order 11246, “Prohibited Discrimination in Employment and Reemployment”. — The document is published under the authority of section 1136 (1)(A) of the Internal Revenue Code of 1986, as amended. — This regulation replaces guidance from the U.S. Department of the Treasury's Office of Professional Responsibility and requires that all attorneys, certified public accounting firms, enrolled agents, enrolled retirement account plans, and enrolled retirement compensation plans must adopt the following regulations: — The title page of the statement is the official statement of the position of the firm; — The statement must include the firm's name, address, telephone number, and electronic address; — The statement must identify itself as a statement of position of the firm's attorneys, certified public accountants, enrolled agents, enrolled retirement plan plans, and enrolled retirement compensation plans and certify that the firm is duly established and its management is competent; — This statement must identify the firm's address, telephone number, and electronic address; — The statement must clearly designate each practice area or division of the firm and the name of the person in charge; and the statement must identify the jurisdiction in which that person is registered and the firm's principal office. Circular 230: Requirements for Firms, and Information for Tax practitioners — Any tax practitioner is presumed to be a tax professional for purposes of Circular 230 if, in administering his or her business or profession, he or she does any of the following: — Fills out forms or participates in consultations for taxpayers, including tax examiners; — Fills out any other documents or materials in the taxpayer's case that support or address the taxpayer's tax issue or question; or — Does anything that the IRS considers related to the services to be performed for the taxpayer. — A tax practitioner's actions and statements are protected from liability under Circular 230 and the regulations. — A tax practitioner does not need to provide a “tax return preparer” classification to become a tax professional.

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