Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

What to do if an attorney and accountant are out of alignment with write offs

16 Jul 2024 · 1 min

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0:37

In this brief segment, the speakers address the problem of an attorney and accountant not being in alignment on tax write‑offs. They recommend first flagging the disagreement and documenting it, then bringing a tax professional into the conversation so the issue isn’t handled in isolation. If the misalignment persists and the client pushes for improper actions, they suggest seeking a more knowledgeable advisor and, in extreme cases, terminating the relationship with a client who is out of compliance.

You, you are in a position where you're not in alignment, right? It's not disagreement, you're just not in alignment. And I personally have— what I have done is I flag it, I document it, and include the tax professional on the conversation. So it's not me having the conversation alone, but ultimately this doesn't make me comfortable. So due to that, I want to ultimately go to somebody who has that knowledge.
And if you have that client that's kind of pushing you to do things that aren't right, And Sarah, we fired a client because they were completely out of compliance.