Bart Posted December 30, 2011 Report Share Posted December 30, 2011 I have a client who spoke to his state department of revenue. The state asked him to have his tax preparer call them to explain some things about his tax return. Do I need a consent to disclose from the client to talk to the state? Quote Link to comment Share on other sites More sharing options...
rfassett Posted December 30, 2011 Report Share Posted December 30, 2011 Technically no - but no harm in getting one. The State, however, might require a POA. Quote Link to comment Share on other sites More sharing options...
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