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b. Did you review the bank statements when you
received them? No.
c. Did you balance the checkbook or bank state-
ments? No.
d. Did you receive and open the mail? Mrs.
Beatty did not receive or open any financial or
business mail, including bills, bank statements,
etc.
e. What bills did you pay? None.
f. What bills did your spouse pay? Mr. Beatty
paid all of the household expenses.
g. Were any bills paid out of a joint account?
If so, which ones? Not applicable.
* * * * * * *
9. For the year you are requesting relief:
a. What was your involvement in the preparation
of the income tax return? Mrs. Beatty was
not involved in any way in the preparation of
the returns.
b. What was your spouse’s involvement in the
preparation of the income tax return? Mr.
Beatty provided all supporting documents to
his accountant.
c. Who prepared the return? Eric Vinson, CPA,
Ocean City, Maryland.
d. Did you assist, sort or provide any informa-
tion to the return preparer? No.
e. Did you or your spouse consult anyone regard-
ing this return, at the time of signing (IRS,
Attorney, CPA, Tax Preparer, etc.)? Please
explain.
Mrs. Beatty never consulted with any profes-
sional regarding tax matters. Mrs. Beatty’s
husband consulted with an accountant, Eric
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Last modified: November 10, 2007