Tax,
Civil Litigation,
Law Practice
May 11, 2018
Need a CPA to produce records? Here’s their rules
Even if a subpoenaing party has complied with the notice procedures, there may be other reasons that a CPA may not be able to produce records in response to a subpoena.





Benjamin Koodrich
Senior Tax Counsel
Murphy, Pearson, Bradley & Feeney, P.C.
Email: bkoodrich@mpbf.com

Certified public accountants who have clients that are parties in litigation may find themselves having been served with a deposition subpoena for production of business records. The subpoena is seeking records that may be relevant to the litigation. This article reviews issues that may arise in California for a CPA responding to a subpoena. Whenever a CPA is served with a subpoena, it is generally advisable for the CPA to consult with a professional liability insuran...
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