I recently suggested a client utilize another tax preparer. This was a complex return with many K-1's, suspended losses, basis limitations, multiple states, etc., etc.
Former client has apparently found another preparer who uses Lacerte as we do and is asking if I would provide a copy of our Lacerte file. Not sure if I have to do this or should do this. Also if yes, should I provide 2017 file or rolled over 2018 file. I would think I would want to provide 2018 rather than 2017. Any thoughts would be appreciated. This would save new preparer considerable time I am sure.
Paul S. Herman
Herman & Company CPA's, P.C. 707 Westchester Avenue, Suite 302 White Plains, NY 10604 Phone (914) 400-0300, Ext 10 Fax (877) 631-7471
I have been in this situation quite a few times.
Each time, I was denied the electronic file. I never understood why.
Law says we must give information if requested. It does not state what form it should take. Granted your client has the information to present to his new preparer
However, with that said, I would think and say WHY NOT give it. Where is the liability in extending our self for others. How could it put you more at risk.
I do not think anything is more apparent in giving the electronic file, than is apparent by giving paper., and you have taken the high road.
It is what I would want others to do for me.
Of course, this is only my humble opinion
Abby Alhante, CPA
Kurcias & Alhante, LLC CPAs
525 Broadhollow Road Suite 104
Melville NY 11747
516.829-5890 Fax 516-829-3976
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