Under Circular 230, Tax Preparer Winston Cannot Disclose to a Mortgage

question 130

True/False

Under Circular 230, tax preparer Winston cannot disclose to a mortgage banker the income level of her client Pickett or other information acquired by preparing the return without Pickett's permission.

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Definitions:

Personal Enactment

The process of putting into action one's beliefs, values, and decisions in a manner that reflects one's true self.

Organizational Stories

Narratives shared among members of an organization that convey values, attitudes, and norms, helping to shape the organizational culture.

Reinforce Culture

The process of strengthening shared values, beliefs, and norms within a community or organization to foster unity and collaboration.

Reality

The state of things as they actually exist, as opposed to an idealistic or notional idea of them.