Tax Document Retrieval Rights

Summary

Tax preparers in California are not allowed to withhold your original documents. If they refuse to return them, you can report the issue to the California Tax Education Council (CTEC). You can also consider involving law enforcement if necessary. Always maintain a polite and calm demeanor when making your request.

Full Conversation

Well i had turned in my documents to a local tax preparer and the total amount was $* to file . but i couldmt come up with that much so i asked of i could have my documents back. He wont give them bacl until he gets $* but i didnt even file a return so i need my documents back. Is it legal for him to hold my documents hostage like that?
Hello ****, it's important to know your location to provide accurate information. Generally, tax preparers should not withhold your documents, but specific laws vary by location.
Quincy ca ,*
Hello ****. In California:
- Tax preparers cannot withhold your original documents.
- They should return them immediately upon request.
You could report this to the California Tax Education Council (CTEC) if they refuse to return your documents.
How should i go about gettimg my docents back from him ? Do i threaten to report him or should i call cops and ask for them to civil standby?
****, in California, you can:
- Politely request your documents again.
- Inform them about the state law and CTEC rules.
- If they refuse, you can consider involving law enforcement or reporting to CTEC.
Remember, it's always best to stay calm and avoid threats.
Right i agree , but ive alrdy asked politely and calmly so i jist wasnt sure how to go about it nect time
You could consider the following steps:
- Reiterate your request in writing, stating the law and CTEC rules.
- If they still refuse, you may involve law enforcement.
- You could also make a complaint to CTEC.
Remember to maintain a polite and calm demeanor throughout.
Well thank you
You're welcome, ****! If you have any more questions or need further assistance, feel free to ask. We're here to help!