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:

Ingratiation

A psychological technique used by individuals to make themselves more likable and favorable to others, often through flattery or other means.

Abrasively

In a manner that shows little concern for the feelings of others; harshly or unkindly.

Aggressively

Approaching a situation, challenge, or goal with intense energy, initiative, or forcefulness.

Values

Values represent the core principles or standards of behavior considered important in life, guiding decisions, actions, and the understanding of what is worthwhile.