$8/21/25,2$:$03$ PM

Training detail: Curriculum

Dianne believes she is being overcharged by her tax preparer, Tom. Despite her concerns, Tom is demanding payment for his work and is refusing to return Dianne's documents. Is Tom required to return her records? Choose the response that correctly explains Tom's obligation.

No$,$ Tom is not required to return the records. Dianne agreed to have the return completed, and she has to give Tom reasonable time to complete it$.$

No$,$ Tom is not required to return the records. He has reasonable cause to expect payment from the client and may withhold her records until she meets her side of the bargain.

$$ Yes, Tom is required to return the records. A dispute over fees is not grounds for a tax preparer to delay returning records to a client.

Yes, Tom is required to return the records. However, he can withhold them until she pays an agreed$-$upon amount for servicas rendered.

Mark for follow up

e$.$Back

Summary

Next $10$