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The privilege of confidentiality applies to a CPA tax preparer concerning the clients information relative to: a. Building a defense against a penalty assessed for
The privilege of confidentiality applies to a CPA tax preparer concerning the clients information relative to:
a. | Building a defense against a penalty assessed for the use of a tax shelter. | |
b. | A tax research memo used to determine an amount reported on the tax return. | |
c. | Building a defense against a charge brought by the SEC. | |
d. | Financial accounting tax accrual workpapers. |
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