I am an Enrolled Agent, currently in Las Vegas. I received a really discourteous letter from the CA FTB:
Date of California Franchise Tax
Board Demand to Furnish Information
The People of the State
of California to ***** (my address)
In the matter of (clients name) PLEASE FAX RESPONSE
Ths Demadn requires you to furnish the Franchise Tax Board with informaton specificed below:
1. Current address and phone number for the taxpayer.
2. Copy of hte payment instrument used by the taxpayer to pay for services.
3. Name of all financial institutions used by the taxpayer.
4. Name, address and phone number of all business where the taxpayer has contacts.
Name and phone number of person providing this information:
the informatoin in the enclosed envelope.
Then is has authoried representative and note date, fax no. etc.
To me this is Gestapo like and illegal. In fact, I have not been paid for the service. And all the data I have is on the return i filed. Exeption is his cell number.
Is there any reason, I should respond? Can FTB bohter me in any way? Would it be inadvisable to send them a curt letter back. "I received your demands. I am an American citizen, a licensed enrolled agent, and feels your demands are inappropriate and would violate my client relatinship. We are not in Nazi Germany.The data you seek is on the return I filed. You will note the client made practically no income
in 2014.The party did not pay me for his return. I do not have any of the other data you seek exept a cell number, which the client gave me in confidence. If I demanded you give me a cell phone number, would you turn it over? I may write a letter to California newspapers reporting
this discourteous, and to the governer, my former LA Assemblyman, and the ACLU."
Is there anything they can do to me? I do file client's taxes
with the FTB. It seems outrageous they would demand data from anyone like this, much less and EA with a signed 2848 Power of Attorney
Would I be better off just to ignore the letter, or respond politely.
Dave Horwedel, EA