As a business owner, you may find that third parties such as banks or mortgage brokers request copies of your tax forms and financial statements. When this happens, it’s important to know what to do to protect your business and ensure you are meeting your obligations as a client.
Here are some things to keep in mind:
Always remember, your CPA works for you, not for the bank or third-party.
By keeping these guidelines in mind, you can confidently provide the information third parties request while still protecting your business and ensuring that your CPA has performed the necessary work. Remember, providing financial information to third parties is common, but it’s important to know your rights and obligations as a client.
The information provided on this page is intended to provide general information. The information does not take into account your personal situation and is not intended to be used without a specific consultation. Lucas CPA Professional Corporation will not be held liable for any problems that arise from the usage of the information provided on this page.