Discussion:Client Communication
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Discussion Forum Index --> Tax Questions --> Client Communication
| 14 August 2006 | |
| Just a question for you more experienced than I.
When you communicate tax advice, what is your preferred method? I have tried e-mailing but I don't have comfort that the e-mails are being received. Do you send all tax advice communications via certified mail to the client? Thanks for your advice. | |
| 14 August 2006 | |
| If it's important, always face to face. Received isn't good enough. I need to be sure the client understands. | |
Green hunter (talk|edits) said: | 14 August 2006 |
| Chase - I would read Circular 230. Also I would suggest that all material tax advice be in the form of written communication. Finally, you can use email and attach the word document and accordingly submit the hard copy. You can use certified mail if you feel its neccesary but from practical experience there is a great deal of tax advice that is provided via telephone with nothing in writing. Finally, I would include a disclaimer (as I currently do ) on all email correspondence something like this:
Any U.S. tax advice contained in the body of this e-mail was not intended or written to be used, and cannot be used, by the recipient for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions. ________________________________________________________________________ The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. | |
