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L
llfcpa
Level 3
May 23, 2021

Information disclosure to a financial planner

  • May 23, 2021
  • 1 reply
  • 9 views

Is there a specific form that I should have a client sign when they ask me to send their tax return to a financial planner?

    This topic has been closed for replies.

    1 reply

    abctax55
    abctax55
    Level 15
    May 23, 2021

    As a rule, I don't provide a client's info to any third party.  I give them their copy (hard, or PDF) then they can share as they see fit.  Eliminates a ton of possible liability.

    IF you choose to send your client's info to a third party, ye - there's an authorization form.  I use the one recommended by either the AICPA or my E&O insurance carrier.

    HumanKind... Be Both
      L
      llfcpaAuthor
      Level 3
      May 23, 2021

      thank you

        abctax55
        abctax55
        Level 15
        May 23, 2021

        YVW

        HumanKind... Be Both
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