Jeff in making conversation with his wife, Grace, at the dinner table, discusses a pro bono client’s tax return that he prepared as a volunteer earlier that day.
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Get it written →Jeff in making conversation with his wife, Grace, at the dinner table, discusses a pro bono client’s tax return that he prepared as a volunteer earlier that day. Jeff tells his wife that his client is single and has four children, ranging in age from 14 months to 22 years. She is 40 years old and works as a medical office technician. She earns about $30,000 a year. He explains to his wife that based on various refundable tax credits, the client pays no income tax on her earnings, and she receives over $5,000 from the federal government as an income tax refund. Did Jeff breach is duty of confidentiality by disclosing this information to his wife? Does it matter whether or not Jeff identified his client by name? Does the fact that the client was not charged a fee by Jeff impact his duty?
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