Attorney-Client Privilege and Accountant-Client Privilege in Florida
Disclosure requirements for a lawyer and for an accountant have certain differences. If a client retains a lawyer everything they say in confidence is considered privileged, meaning it cannot be shared without the client’s consent. An accountant-client privilege is a similar agreement between the client and their accountant. The accountant in this case cannot share information without the consent of the client themselves. There are a couple exceptions to this rule. Any information that is included in a tax return can be openly shared without the client’s permission. If there is a criminal investigation there is certain information that the accountant must share.