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Welcome to the IRS Combined Practitioner Liaison Meeting 19:00 Welcome/Opening/Introductions Craig Crew, Central Area Manager Stakeholder Liaison Field Virtual 9:15 Susan Gentry, SBS Examination Territory
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Tax professionals who engage in multiple types of tax preparation activities, such as representing clients before the IRS, preparing tax returns, and providing tax advice may need the IRS combined practitioner designation.
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IRS Combined Practitioner is a tax form used by tax professionals to file taxes on behalf of multiple clients at once.
Tax professionals who handle taxes for multiple clients are required to file IRS Combined Practitioner.
IRS Combined Practitioner form can be filled out by entering the relevant tax information for each client individually.
The purpose of IRS Combined Practitioner is to streamline the tax filing process for tax professionals handling multiple clients.
Information such as income, deductions, credits, and any other relevant tax information for each client must be reported on IRS Combined Practitioner.
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