ATSMAN wrote:I know some tax preparers do NOT give the depreciation or basis schedules/worksheets to the taxpayer when the relationship sours. This has been a challenge for me over the years with some new clients
I know plenty that do not provide depreciation schedules by default, regardless of client relationship status. I consider that highly unethical--it is basically attempting to hold a client hostage by forcing them to contact you if they wish to leave, or the client has the privilege of paying another individual to reconstruct depreciation and basis schedules from prior information that may be available.
makbo, I am not referring to preparer worksheets that do not become part of the filed tax return. I am referring to schedules filed
with the tax returns that the preparer intentionally excludes from the client's copy. I do not provide copies of my worksheets used in the process of preparing a return, but EVERYTHING received by the government or tax agency is included in the copies I provide to clients.
As for this particular EA, apparently he needs a refresher of Circular 230. EA or CPA, if a client leaves, suck it up and behave professionally rather than acting petulant. Non-payment was never a factor.