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Tag Archives: Confidentiality

*Tax Quips, Fraud

Tax Pro Subpoena

Posted on July 21, 2009November 5, 2021 by TaxMama

Today TaxMama hears from Andy in Michigan, who asks. “If a tax preparer is handed a subpoena to have a lawyer review a clients tax returns and other material, what are the privilege and confidentiality rules in this situation?”

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Posted in *Tax Quips, Fraud  |  Tagged attorney, attorney at hand, Certified Public Accountant, Confidentiality, Criminal law, Evidence law, Internal Revenue Service, Journalism sourcing, law enforcement agencies, law enforcement officials present, Law/Crime, lawyer, Legal ethics, Michigan, Privilege, Rights of the accused, Subpoena, tax preparer Leave a comment
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