Professional tax preparation requires honesty, authorization, and supportable tax positions.
Zero tolerance: Intentional fraud, document alteration, identity manipulation, or fabricated claims can result in removal and may expose a preparer to civil or criminal penalties.
Do not engage in these practices
- No guaranteed refund promises.
- No inventing income, deductions, dependents, credits, or filing status.
- No filing without taxpayer authorization.
- No sharing client data without proper consent.
- No ignoring inconsistencies or red flags.