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Sep 22, 2022

You’re busy. Crazy busy — serving your clients, volunteering, taking care of your family and friends, and somewhere in all that, hopefully finding time for yourself. With everything else on your mind daily, you may not know the finer points of your ethical obligations when a client requests records from you.

Jennifer Clayton, CPA, and John Wiley, CPA, come to the rescue in this episode where we cover some dos and don’ts and examples, and give a high-level overview of records requests to point you in the right direction.

Just knowing that the AICPA Code of Professional Conduct (and indeed your state society and state board codes) have rules around this is helpful.

Next time the issue comes up and you have questions, you can always call us on the ethics hotline at 888.777.7077 (option 2 then option 3) or email us at John may even be the person you talk to!

If you have time and would like to dig deeper, here are some resources to help: