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Thanks for the helpful link! I believe I am following the suggestions. I prepared the info listed in exhibit A and will send copies to the client. I have to respond to a valid subpoena and am not commiting any breach of confidentiality, right? I did confer with my attorney. He said this was no big deal. I'll probably get in touch with my E&O insurance provider on Monday. I can't figure out how the plaintiff attorney even got my contact info. He said he received nothing in the way of financial statements from the client. I don't think there is any public record. Hmmmm. Oh well.

Received a subpoena today! Some guy is suing my client over some profit sharing thing over this one construction job. I have to submit (by mail) to the plaintiff's attorney the financials, my invoices to the client, and some job costing work papers. I sent a copy of the subpoena to my client and yelled at him over the phone that I did not appreciate being hauled into his mess. On the advice of my attorney, I told him if he wanted to object to the subpoena then he would have to pay his lawyer to do that. Otherwise I would be complying and sending off the requested documents. I also spoke to the plaintiff attorney and asked why he wanted my invoices. He said to see how much of my fees were allocated to that job. None. He was pretty nice and assured me that I wasn't under any threat. My attorney assured me of same. I am just livid.

I am so glad to know another Buffy fan! Good luck! I hope that you have a better weekend.

Ordered a large pizza and huge antipasto salad. Going to binge watch Buffy the Vampire Slayer on Netflix and stay up real late. Digging around for most comfy jammies. Turning AC down to about 60 and resurrecting soft lap blankie. Hate everything right now. Practically sucking my thumb at this juncture. Dealing with a new computer and the pleasure of Win10, hubby out of town, and now this annoying subpoena. Thanks for listening. See, it's times like this when a nice soft cat purring in your lap just solves everything.

I spend quite some time educating my clients, especially the business clients. They know all about their profit and loss reports, and I show them the M-1 as where their books, that they understand to the penny, meet their tax return - which loses its mystery once they are shown the "book to tax" adjustments. I think a big problem with crappy tax preparers might start with them taking on more decision making than is even remotely wise. Clients don't pay us to make their decisions, they pay us to explain and ask the right questions. We really should charge more money