Bart Posted December 30, 2011 Report Posted December 30, 2011 I have a client who spoke to his state department of revenue. The state asked him to have his tax preparer call them to explain some things about his tax return. Do I need a consent to disclose from the client to talk to the state? Quote
rfassett Posted December 30, 2011 Report Posted December 30, 2011 Technically no - but no harm in getting one. The State, however, might require a POA. Quote
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