Question

H&R Block procedure state that if a tax professional receives a request or demand for client information they should referred the request to whom

Answer 1

H&R Block procedure state that if a tax professional receives a request or demand for client information they should refer the request either to the Legal department or to the client himself.

In cases where tax professionals request such a demand then the tax professionals are required to get a written consent of the client or the approval of the Legal department.

Legal department will analyze if the entity demanding the request is approved (or not) to receive H&R Block client data.