Asked by J
Ross and Rebecca were married. Sally has been their tax preparer for many years. During a meeting with Sally, they disclosed they recently divorced. Sally explained to both of them that a conflict of interest has arisen in their case. They decided to waive the conflict, and both signed separate waivers to continue with Sally as their tax preparer. What is the minimum amount of time that Sally is required to retain the waivers?
36 days from the conclusion of service.
36 weeks from the conclusion of service.
36 months from the conclusion of service.
Four years from the conclusion of service.
36 days from the conclusion of service.
36 weeks from the conclusion of service.
36 months from the conclusion of service.
Four years from the conclusion of service.
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Answered by
GPT-5 mini
36 months from the conclusion of service.
Under Treasury Department Circular 230 (practitioner rules), a practitioner must retain written conflict-of-interest waivers for 36 months (three years) from the end of the representation.
Under Treasury Department Circular 230 (practitioner rules), a practitioner must retain written conflict-of-interest waivers for 36 months (three years) from the end of the representation.
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