John owns a tax preparation accounting and bookkeeping practice. Sue a new client enters john office and places a box of receipts and bank statements on his desk and said that she needs a set of financials prepared and tax returns completed, she also estate that the financials and returns will be given to her bank as part of the documentation needed to request a $300000 bank loan, she would like john to have the job completed within a week. John reviews the documentation he knows that some of the expenses and receipts for income are questionable, and he will need more information in order to accurate complete the form she has requested. john is requesting additional information from the client, she tells him that she doesn't has no more documentation and that is all that he can be given.

What you will do?

what can you do?

How to proceed?

Do you complete the financials?

Are you able to complete the tax return?

What information do you give to the client to help her obtain her $300,000 Loan

What obligation do you have?

How can you help her?