Ethics question

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  • #11360
    Jean F
    Blocked

    On the heels of the IRS representation conference that covered ethics I began thinking about the initial consultation, in this example a married couple. Eric, or anybody else do you get both parties in for the consult or rely on both coming into sign the POA to make sure both spouses know what’s going on

    #11364
    mcrosacpa
    Blocked

    I am new to this but it seems to me that you could have a conflict in representing both parties unless you get a letter from each of them as Eric suggested letting them know the situation and what could come up.

    Mike

    #11370
    Eric Green
    Keymaster

    I prefer to have both spouses in. If only one comes in that is fine, but I do need to meet with both before we actually file whatever we are filing.

    #11374
    Jean F
    Blocked

    Thanks I just wanted to confirm my Thought process. As a practitioner, I really want to confirm that both spouses know the gravity of the situation.

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