QUESTION
Can a previous accountant legally withhold our back up file even if all services have been paid in full?
Asked on Mar 04th, 2013 on Taxation - Missouri
More details to this question:
We have hired and paid an accounting firm for the past 15 years to prepare our taxes. We now want to move to a new accountant. I have requested a copy of our back up file to save the new accountant the time (and the cost) of keying in all information to create a new file. I have offered to pay for the file, pick it up, etc. but they say it is their policy to not release copies of our file to us. Is this legal?
1 ANSWER
Probate Attorney serving St. Louis, MO
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Edward L. Armstrong, P.C.
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Tell them you don't care about their policy and you want the file.
Answered on Mar 08th, 2013 at 8:32 PM