Accountant Withholding Tax Documents

Summary

In New York, you have the right to access your tax documents prepared by an accountant. If the accountant is uncooperative, you can send a formal written request, notify the New York State Board of Public Accountancy, or file a complaint with the New York State Attorney Generals office. Legal action for breach of fiduciary duty may also be considered.

Full Conversation

No, he is just difficult to work with. Is there a legal way to make him surrender the documents?
You have the right to access your tax documents. In Georgia, you may consider the following steps:
- Send a formal written request for the documents.
- Notify the Georgia State Board of Accountancy.
- Consider filing a complaint with the Better Business Bureau.
Has the accountant given you any written communication or response?
What about in New York state?
In New York, you generally have the right to access your tax documents prepared by an accountant. You can consider these steps:
- Send a formal written request for the documents.
- Notify the New York State Board of Public Accountancy.
- Consider filing a complaint with the New York State Attorney General's office.
Has the accountant provided any written communication or response?
He has not
In both Georgia and New York, you have the right to access your tax documents. If the accountant hasn't responded, you could:
- Send a final formal written request.
- Notify the relevant State Board of Accountancy.
- Consider legal action for breach of fiduciary duty.
Would you like more details on filing a complaint or pursuing legal action?