Level 5

subpoena to produce documents

Forum|Forum|2 years ago
August 11, 2023
3 replies
0 views

I got subpoenaed to produce 2014, 2015 & 2016 Tax returns for one of my clients.

My questions are:

-I will be traveling on the court date, how can I communicate that to court?

-I already archived the above mentioned years (14,15 &16) and it will take me some time to make them available, again how can I communicate that to court?

- who should compensate me for my time. Of course my client doesn't want me to show up

This topic has been closed for replies.

IRonMaN

Level 15

Letters are still a pretty good way to communicate with someone, especially when the someone is a court. As far as getting paid, maybe nobody. You don't give a lot of information as to what the whole theater production is all about so we can't tell who, if anyone, is going to be opening up their wallets for you.

Slava Ukraini!

abctax55

Level 15

The attorney representing YOU, provided by your errors & omissions insurance should be able to help with these questions.

Hopefully, you do have E&O insurance?

Not 'all' subpoenas have to be complied with; you may be doing your client a disservice if you blindly (without legal counsel) provide the returns.

@BobKamman .... can you provide some insight?

HumanKind... Be Both

K

khorshedAuthor

Level 5

Yes, I do have E&O. However, it's not me who is getting sued, it's my client who's getting sued I am just a witness!

In fact I asked my client if his lawyer can communicate with me, and so far I didn't hear from both of them.

Thank you

abctax55

Level 15

Based on my prior experience, your insurance company will want to know.

I understand YOU aren't being sued; neither was I.

HumanKind... Be Both

Just-Lisa-Now-

Intuit Community Champion

Wow, I couldn't produce tax returns back that far (assuming they were filed timely), are we supposed to keep things back father than 4 years? 2016 maybe, but 2015 and 2014. hit or miss what Ive still got

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

PATAX

Level 12

@Just-Lisa-Now- Lisa, two of the factors that may determine this are the type of tax return completed, I.E. individual, business, rental, Etc, and what your state entity that you may fall under requires. Other factors may apply too.

K

khorshedAuthor

Level 5

California Business & Personal

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