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I have a new client who wants me to also prepare his mother's tax returns. She is 93 years old and

  • 1.  I have a new client who wants me to also prepare his mother's tax returns. She is 93 years old and

    Silver Most Valuable Member
    Posted 10 hours ago

    Hi All,

    I have a new client who wants me to also prepare his mother's tax returns. She is 93 years old and lives in assisted living in another city. Client stated that he handles all mom's finances and all communications go through him. I asked if he had a POA to sign her returns and he replied that I will only have contact with him and he will get her signature for the tax returns. 

    I understand the situation from the son's perspective, but I am not sure how to proceed legally and professionally.

    Please send me all your thoughts and comments.



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    Deborah J. Zelen, CPA
    917-923-5331
    debbie@djzcpa.com
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