PATAX
Level 15
01-23-2022
08:58 AM
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I would explain to the client that our tax software is very secure, and the only other entity that would see this is the IRS. I would ask them for the number, and if they don't provide it, then maybe tell them you may consider withdrawing from preparing that 990 return. I think most reasonable people would provide it after that. But of course this is just my opinion.