Accountants
In today's society, business professionals face a variety of different challenges. The sensitive nature of the work performed by accounting professionals often leaves them exposed to the threat of malpractice claims, particularly in a difficult economic climate. Whether such claims or allegations arise in State Court, Federal Court, Surrogates Court or Bankruptcy Court, the MMP&S team is well-versed and fully adept at handling claims against accounting professionals in any venue where a defense is needed.
The rise of lawsuits and corporate investigations has been accompanied by a concomitant increase in the number of situations where accountants are served with non-party and investigative subpoenas, seeking the production of client tax records and/or demanding testimony from the accounting professional. These matters can range from a generic demand for a client’s tax records by parties to a State Court matrimonial dispute, to demands for Grand Jury testimony in federal investigations by the United States Attorney’s Office, IRS or the U.S. Department of Labor to criminal investigations by local law enforcement. Bringing our expertise to bear in these diverse situations, we provide assistance and sound guidance to the accounting professional by: identifying potential restrictions on the disclosure of sensitive client tax information; interfacing with the various attorneys and investigative agencies seeking information from the accountant; and personally accompanying our accountant clients to investigative meetings, depositions and Grand Jury appearances to zealously represent and protect the accounting professional’s interests. Our involvement in these subpoena-related matters not only assists the accounting professional in properly addressing the information demands at hand, it affords our attorneys the valuable opportunity to promptly identify potential issues that may impact on the accounting professional beyond the subpoena response.