Requesting payment for legal costs.

• Position: CAMICO Insurance tip of the Month

CPA firms often ask about whether they can request payment from the client for copying costs related to responding to a document request/ subpoena, or costs related to a CPA's appearance at a deposition or trial.

If the firm wants to be in a good position to request payment, it should include an appropriate provision in the engagement letter. The provision should stipulate that the client is responsible for the costs Incurred by the firm as a result of being subpoenaed or receiving a document request related to any services provided to the client by the CPA, other than...