Chapter 5: Confidentiality and Client Information (Section 10.51)
This chapter highlights the responsibility of tax professionals to protect client confidentiality. Practitioners must not disclose client information without consent, except when legally required. Violating confidentiality rules can result in significant penalties, including fines and censure under Circular 230.
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1.
A third-party financial advisor asks for a copy of your client’s tax return to help with financial planning. How should you proceed?
2.
You accidentally send a client’s tax return to the wrong email address. What should you do next?
3.
A client requests that you share their financial details with another family member for convenience. What’s the best way to handle this request?