The privilege of confidentiality applies to a CPA tax preparer concerning the client's information relative to:

Name: The privilege of confidentiality applies to a CPA tax preparer concerning the client's information relative to:
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The privilege of confidentiality for a CPA tax preparer typically applies to tax advice, such as a tax research memo used to support a tax planning idea. This is because it is directly related to the provision of tax advice, which is protected under certain circumstances.

The Privilege of Confidentiality Applies to a CPA Tax Preparer