Gerry, a client of yours, prepared his own tax returns for thirty years until he finally decided to let a professional handle the chore, and you have done so for the last five years. One day you get a call from Gerry that he is being audited by the IRS.

Having never been audited, he is upset and wants to know why. He brings by a copy of the letter and it appears pretty routine, just documentation of charitable contributions. Gerry says he would like to handle this on his own but would like you to help him prepare for the audit.
1) How would you feel about helping Gerry in this way? 
2) Are there any reasons you might suggest you represent him?

Answer rating: 100% (QA)

As a tax professional it is my responsibility to assist my clients in any way possible including hel... View the full answer