Question: Question 5John is a CHP professional and is evered in the fromedal planning process with his clerit Frark. John is in the diats gatherify process
Question 5John is a CHP professional and is evered in the fromedal planning process with his clerit Frark. John is in the diats gatherify process and has collected bank statements, insurance policies, estate documents, and all other refexast afomation except for ter returns. Frank refuses to supply the tax returns or any documents that support fils income claims. John's best course of action is ta?Kohn shoild contact the IRS and regest a copy of tax returns for the past three years, with or without the consent of the client.and relevant information or disenepe from the clienc.# John suspects that Frank is evading taxes or goder reporting His income, John is required by the Code and Standards to report his sumplicions to the appropriate repolatory authorities.The CFP Bowef Asctlo Stindards require John to divergere from the client until such thine Frank is willing to supply tax returns or other documents to support his income.
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