Third-party letters

[DTS]

Does anyone have a letter that you use where the client gives you permission to discuss their tax affairs with a third party? If so, will you share it with me?

Thank you,

D

[newbie]

http://www.thetaxbook.com/forums/showthread.php?t=10331&highlight=party+disclosure

A few different ones to copy if it helps.

[erchess]

My Personal Policy

I will be happy to do a return or handle a tax matter with a person who has a valid POA that clearly states the third party should handle the matter(s) in question. Duh

With the client either present or having signed a POA and obviously with plenty of preparation I will discuss tax matters with a Government employee who is examining the return. Again, Duh.

If I have signed consent I will convey a return copy by the specified method to anyone and it will be a signed copy. I will not discuss the return except for stating that I signed the original in the belief that it was true accurate and complete and by the way I would not convey it to anyone else if subsequent events had removed that belief but I wouldn't discuss with the third party that fact.

I haven't really had this happen too often. Most of the time it has been with clients who wanted to apply for a Mortgage or other major loan and they needed a return copy and nothing else. One in particular needed and got a letter from me as (at the time) manager of the office where the return had been prepared stating that I had records to the effect that the original return had been prepared and signed by a particular preparer. Early in my career I helped a guy who was close to being evicted. He applied for a RAlLwhich if it had been granted would have covered him but since it was not granted he ended up with a RAC. I wrote a letter to his landlord and gave it to the taxpayer to take to the landlord. The letter stated the facts of the case including when and how much the taxpayer could expect to receive and of course the fact that this could not be guaranteed. I don't really recall when the taxpayer got his money but I do remember him telling me that he had been granted permission to stay where he was until he got his refund and used the relevant part of it to catch up on his rent.

[DTS]

http://www.thetaxbook.com/forums/sho...rty+disclosure

A few different ones to copy if it helps.

Newbie,

Thank you for the link to this discussion. I knew there was one and looked back, but could not find it.

D