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Case Study: Richard Frederick

Satisfactory Essays

The main issue of this case is concerning whether documents a privileged. Richard Frederick is both an attorneys and an accountant which he provides both services for the Lenz family. Currently the Lenz family and their company is being investigated by the IRS. In this investigation the IRS has summoned for documents to be handed over. Most of the documents that were requested are connected to the tax returns of the Lenz family and their company. Frederick will not hand of the documents arguing attorney-client privilege. The IRS argues back that these documents are not privileged because they are documents that other accountants or CPA firms would use. A distinction needs to be made between what documents are strictly related to Fredrick’s

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