A tax preparer cannot disclose to a mortgage banker the client's income level, or other information acquired by preparing the return, without the client's permission.

Question

Quizplus · Accepted Answer

This is a requirement under the confidentiality and privacy laws that protect the client's personal and financial information. The tax preparer can only disclose such information with the client's consent, or when required by law.

A Tax Preparer Cannot Disclose to a Mortgage Banker the Client's