You role in this scenario is to decide on what you will do, what you can do, and how to proceed. Do you complete

the financials, and are you able to prepare the tax returns? What information do you give to the client so that she can present it to the bank in hopes of getting her $300,000 loan? You know that if she does not get the loan, then her business will not be able to continue and she will have to lay off her five employees and close her doors. What obligation do you have to help her and how can you help her?

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