Tax Attorney and Disclosure of Client Information

Tax Attorney Privileges Keep Your Information Confidential

Communications between a client and their tax attorneys are often protected by various privileges.

For tax attorneys, this can include the attorney-client privilege and, for written communications between the client and tax attorney, the work-product privilege. These privileges prohibit the tax attorney from disclosing confidential information in court.

Communications between a non-tax attorney and their clients (such as accountants or other persons holding themselves out as tax practitioners) may also be privileged under the federal tax practitioner privilege. This also prevents the government from compelling the tax attorney to testify against their client in court.

Out of court, licensed tax attorneys and certified public accountants are prohibited from disclosing confidential client information by way of local rules of professional conduct and professionalism rules, which are enforced through local bar ethics committees and state boards of accounting.

These rules generally prohibit the disclosure of all information provided to the tax attorney (1) that is not necessary for the representation of the client, (2) information that is not likely to result in imminent and substantial bodily injury to a third party, and (3) information used to defend the tax attorney against a civil lawsuit filed by the client or a criminal suit brought by the government against the tax attorney.

The penalty for a licensed attorney or certified public accountant disclosing confidential client information can be quite severe–including suspension or disbarment from practicing law or holding them out as a certified public accountant.

An experienced tax attorney can help answer your confidentiality questions.

Please call us at (713) 909-4906 or contact us online to schedule an appointment.

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(713) 909-4906

Do you have a tax dispute, under audit by the IRS or state tax authorities, or just have a tax question? We want to hear from you. Call today for a free, confidential, consultation. If you are pressed for time, you can also use the contact form below to reach out to us.

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Grga Brolih
Grga Brolih
09:20 24 Apr 17
I was a bit hesitant at first because I had not really done any research, just my friend told me about Houston Tax Attorney. Anyway i decided to give them a try and I was really impressed and pleased with the outcome of my experience. They were always very pleasant and professional and made me feel free from my tax issues. Good job!
Brown Jones
Brown Jones
08:54 10 Jun 17
Houston Tax Attorney has given me my life back. I was unable to pay my payroll taxes and in combination with the penalties attached to those taxes, my debt had begun to snowball. Houston Tax Attorney genuinely cares about their clients; they helped me throughout the process. I am extremely grateful to them.
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Sandra Camacho
03:47 27 May 17
I had a tax problem and needed help, so I went to Houston Tax Attorney. Love the team, they were so organized and communicated. Good work was done!
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Turman Villanueva
12:20 21 Apr 17
Dealing with Houston Tax Attorney was simple from the beginning to the end. Every person I spoke to was knowledgeable and helpful. I was guided in all aspects of the process and given the best advice regarding my tax condition. I have been given a second chance with the IRS. Thank you.
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Bill Moore
07:05 02 Jun 17
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Sharon G. Velasco
Sharon G. Velasco
08:31 24 Jun 17
I had some big tax issues and I was unable to handle it alone. Houston Tax Attorney helped me to settle all my tax problems. They were there all the way. I respect their professionalism and appreciate their commitment to their clients.
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