taxit Posted October 16, 2007 Report Share Posted October 16, 2007 I just found this site about a month ago. I missed the old ATX community and I'm glad to see alot of familiar names. I did not post alot but did scan the community every morning. My reason for posting : I just received a Subpoena to attend a deposition on Thur. Oct. 18th. The Attorney is requesting I bring any documents, letters or any other written communications with my client. He does not mention the tax return itself. Does anyone have any experience with this type of request. The only documents I have is my interview sheet and the tax return. Thank you to anyone who has and shares their information. Gary Quote Link to comment Share on other sites More sharing options...
Pacun Posted October 16, 2007 Report Share Posted October 16, 2007 It could be related to an injury your client suffered or his ex is going after him for child support. Just follow the court's order. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 2, 2007 Report Share Posted November 2, 2007 Gary, the tax return would clearly be included in the items covered. You should probably check with your E and O insurance carrier, as well, before you go. Quote Link to comment Share on other sites More sharing options...
Pacun Posted November 2, 2007 Report Share Posted November 2, 2007 A little too late for KC's suggestion, but please share with us how it went. Quote Link to comment Share on other sites More sharing options...
taxit Posted November 2, 2007 Author Report Share Posted November 2, 2007 Thank you for the advice. It turns out the attorney had a copy of the tax return. They wanted to know what information the client had given me and wanted copies of my work papers. Also, copies of any correspondence between the client and my office. I believe the meeting went well for me but not so well for the client. The client did not give my office all income items. He had the same preparer for many years. The year in question, the preparer would not do the return the way the client wanted. The client then brought it to my office but did not give us the same information as his regular preparer,whom also was questioned. After that one year the client went back to his previous preparer. My original post was on the wrong forum. Thank you to whoever moved it over. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 3, 2007 Report Share Posted November 3, 2007 You are welcome. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.