1. Do you think it is ethically appropriately for Wanda David to provide tax services to Wiz, an audit client and customer of her employer, Gee, LLC, at the same time she works for the audit firm and is part of the audit engagement team on the Wiz audit? Why or why not?
2. Has David violated any her ethical responsibilities to Wiz? How about her ethical responsibilities to Gee, LLC? Be specific and reference the AICPA Code of Professional Conduct in answering the question.
3. Assume you are David’s new boss in Chicago and just found out about her dual role as the tax accountant for Wiz and auditor for the firm on the Wiz audit. What would you do at this point?

4. Review the accountancy law and rules of conduct in your state and explain whether David has violated any ethical standards with respect to the facts of this case.