Terry D EA Posted March 16, 2022 Report Share Posted March 16, 2022 Have a client who brought me their son's documents to prepare his taxes. The son is over 18 and lives temporarily in another state serving an internship. Once they're over 18, can we still discuss the tax return with the parents? Is this a gray area? I don't have the permission of the son to do so. Just want to CYA. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 16, 2022 Report Share Posted March 16, 2022 Make sure you have the son's email and cell and contact the son. Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 16, 2022 Report Share Posted March 16, 2022 For me to move forward I would require the son's signature on my authorization letter. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 16, 2022 Report Share Posted March 16, 2022 My first contact with the son, this tax season, includes my engagement letter and due diligence questions for him to fill out, sign, and return to me. If son indicates to me that he wants his parents to be involved, I include my disclosure letter for son to sign and return to me. When this happens in my biz, it's because my long-time clients have been bringing in their son's info for years, but now he's no longer a minor and I deal with him directly unless he requests otherwise. 2 Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted March 17, 2022 Report Share Posted March 17, 2022 I get Childs written authorization to discuss with parent. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted March 19, 2022 Author Report Share Posted March 19, 2022 Got it. Thanks everyone Quote Link to comment Share on other sites More sharing options...
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