Client communications

Topics

June 1, 2013

Advising Clients Regarding Erroneous Tax Return Positions: Part I

This article examines the two somewhat different versions of the rule on advising clients regarding erroneous tax return positions—one applied by the AICPA and the other by the IRS.

August 24, 2012

AICPA Provides Guidance on FSA Certification Letters

Tthe AICPA has worked with the FSA to create a certification letter CPAs can use when their clients are asked to certify income and is providing its members with sample engagement and disclosure letters to be used in connection with providing a certification letter for clients.

October 1, 2010

Do We Really Have Privilege?

This item discusses the limits of the privilege for communications between a tax practitioner and client under Sec. 7525.

January 1, 2009

Communicating with Clients in Difficult Times

The trusted, knowledgeable adviser must be proactive. Clients trust their CPAs and the advice, information, and education they provide.

June 1, 2008

Concerns About CPA Letters to Third Parties

A CPA receives a request from a client to provide a letter to the client’s mortgage broker, lender, adoption agency, or other third party. Is there any harm in the CPA signing the client’s suggested letter or writing one of her own?