QUESTION
Does an accountant legally have to release my files for tax purposes?
Asked on Apr 13th, 2011 on Taxation - California
More details to this question:
A previous accountant has records going back 20 years. In light of the fact he is no longer my accountant and claims I owe him money for work he never performed (for which I needed to hire another to do), can he withhold these records?
1 ANSWER
Bruce Givner
The accountant cannot withhold your files. It is an ethical and legal violation. Call up the State Board of Accountancy.
Answered on Apr 14th, 2011 at 8:44 AM