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October 02, 2005

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Robin Jerauld

This is an excellent idea. Have you seen an example of a CPA firm that has taken your advice and posted a plain-English explanation of this disclosure on their website? I feel sick to my stomach when I have to include this disclosure in an e-mail. I would love to have a link to the effect of "What is this?" that the e-mail recipient could click on to understand why we are including this disclosure.

Michelle Golden

Hi Robin, thanks for your comment. BTW, I admire your website and have passed it on to many!

I don't know of many accounting firm websites that explain the rules, but there are many law firms who are doing so.

A MD firm (grfcpa.com) issued a press release announcing that their 230 disclosure disclaimer would read as:

“To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Please be assured that this new policy does not reflect any decrease in the quality of services or the amount of thought we put into our correspondence with you.”

I much prefer GRF's approach. It provides reassurance to clients.

As for websites, large law firm Gibson Dunn has done a nice job on their website with: http://www.gibsondunn.com/news/firm/detail/id/1033/?pubItemId=7825

~Michelle

Paul King

How's this:

IRS Circular 230 Disclosure: In accordance with IRS requirements, this is to inform you that any tax advice contained in this communication (including attachments) was not written to be used for and cannot be used for the purpose of avoiding tax penalties or in connection with promoting, marketing or recommending any transaction or tax related matter. Google: “IRS Circular 230 Disclosure” for a full explanation of this disclosure


Plain English: Taxpayers are ultimately responsible for their financial decisions. Invalid tax shelters, tax scams or frivolous tax positions cannot be made valid by a “too-good-to-be-true” attorney opinion letter. Reliance on a “too-good-to-be-true” attorney tax opinion letter is not a valid defense to violations of US tax laws.

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