Mr. Accountant Meet Ms. Attorney - Why Your Accountant and Attorney Should be on a First Name Basis
After many years of asking my clients for legal documents, I now simply ask them (actually beg them) to give their attorney permission to speak to me and provide any documents I request. On many occasions I have had clients tell me some detail about their company, only to read the legal documents and find something different. I have seen companies follow the right steps in documenting a particular transaction or agreement, and then fail to tell their accountant about it leading to incorrect financial statements or even worse, incorrect IRS reporting.
