Tax,
Law Practice
Jul. 27, 2016
Establishing attorney-client privilege with your accountant
Even thinking about tax filing may make you nervous. Are you claiming something that the IRS may view as over the top? How much can you safely tell your accountant, and how much can you reveal in writing without fear it will be used against you?
Robert W. Wood
Managing Partner
Wood LLP
333 Sacramento St
San Francisco , California 94111-3601
Phone: (415) 834-0113
Fax: (415) 789-4540
Email: wood@WoodLLP.com
Univ of Chicago Law School
Wood is a tax lawyer at Wood LLP, and often advises lawyers and litigants about tax issues.
Even thinking about tax filing may make you nervous. How aggressive are you being? Are you claiming something that the IRS may view as over the top? Do you have exposure for past tax years, and would amending past returns make the situation better or worse?
How much can you safely tell your accountant, and how much can you reveal in writing without fear it will be used against you? And what about non-tax return forms, like FBARs for foreign bank accounts? Accountants normally comple...
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