State Codes and Statutes

Statutes > Rhode-island > Title-11 > Chapter-11-27 > 11-27-11

SECTION 11-27-11

   § 11-27-11  Practices permitted to personsnot members of bar. – Nothing in §§ 11-27-5 – 11-27-11 shall be construed to limit orprevent:

   (1) Clerks of court and recorders of deeds from the draftingof any legal instruments that may be necessary for the proper conduct anddischarge of their respective offices and duties.

   (2) Clerks or registered students in law offices from actingunder the direction of a member of the bar of this state whose authority as amember to practice law is in full force and effect.

   (3) Any person from occasionally collecting or adjusting anyunassigned claim of or against any member of his or her household or of oragainst his or her regular and principal employer.

   (4) The performance of any service personally performed byany natural person acting as administrator, executor, guardian, trustee, orother fiduciary in the preparation, rendering, and allowance of inventories,accounts, tax returns, or other services personally performed by him or her inrelation to the fiduciary estate without the intervention of another person.

   (5) Town clerks from drafting deeds and mortgages andtransfers and discharges of deeds and mortgages for recording in their ownoffices.

   (6) Any person from drawing, in the regular course of his orher regular business or employment, any note, bill, draft, bill of sale,conditional bill of sale, or any ordinary business agreement, to which he orshe or his or her regular and principal employer is a party.

   (7) Any certified public accountant or member of the AmericanInstitute of Accountants from appearing or acting as a representative ofanother person before any federal, state, or municipal department, board,division, department, commission, agency, or any body other than a court,authorized or constituted by law to determine any question of fact, affectingthe imposition or adjustment of taxes or regarding any financial or accountingmatter, or from preparing for or on behalf of another person any federal,state, or municipal return or report of any nature or description, or advisinganother person in relation to the preparation of any such return or report.

   (8) Any person registered to practice before the InterstateCommerce Commission or member of the Association of Practitioners before theInterstate Commerce Commission from appearing or acting as representative ofanother person before any federal, state, or municipal department, board,commission, agency, or any body other than a court, authorized or constitutedby law to determine any question of fact, affecting the rights of any carrierof persons or property in intrastate or interstate commerce, or from preparingfor or on behalf of another person any federal, state, or municipalapplication, report or other writing of any nature or description, or advisinganother person in relation to the preparation of the application, report, orother writing.

   (9) Any public accountant from advising a taxpayer inconnection with the imposition or adjustment of taxes or any person frompreparing for or on behalf of a taxpayer any federal, state, or municipal taxreturn or tax report, provided the person or public accountant regularly auditsor examines the accounting records of the taxpayer or any person from preparingfor or on behalf of a taxpayer any federal, state, or municipal personal incometax return.

State Codes and Statutes

Statutes > Rhode-island > Title-11 > Chapter-11-27 > 11-27-11

SECTION 11-27-11

   § 11-27-11  Practices permitted to personsnot members of bar. – Nothing in §§ 11-27-5 – 11-27-11 shall be construed to limit orprevent:

   (1) Clerks of court and recorders of deeds from the draftingof any legal instruments that may be necessary for the proper conduct anddischarge of their respective offices and duties.

   (2) Clerks or registered students in law offices from actingunder the direction of a member of the bar of this state whose authority as amember to practice law is in full force and effect.

   (3) Any person from occasionally collecting or adjusting anyunassigned claim of or against any member of his or her household or of oragainst his or her regular and principal employer.

   (4) The performance of any service personally performed byany natural person acting as administrator, executor, guardian, trustee, orother fiduciary in the preparation, rendering, and allowance of inventories,accounts, tax returns, or other services personally performed by him or her inrelation to the fiduciary estate without the intervention of another person.

   (5) Town clerks from drafting deeds and mortgages andtransfers and discharges of deeds and mortgages for recording in their ownoffices.

   (6) Any person from drawing, in the regular course of his orher regular business or employment, any note, bill, draft, bill of sale,conditional bill of sale, or any ordinary business agreement, to which he orshe or his or her regular and principal employer is a party.

   (7) Any certified public accountant or member of the AmericanInstitute of Accountants from appearing or acting as a representative ofanother person before any federal, state, or municipal department, board,division, department, commission, agency, or any body other than a court,authorized or constituted by law to determine any question of fact, affectingthe imposition or adjustment of taxes or regarding any financial or accountingmatter, or from preparing for or on behalf of another person any federal,state, or municipal return or report of any nature or description, or advisinganother person in relation to the preparation of any such return or report.

   (8) Any person registered to practice before the InterstateCommerce Commission or member of the Association of Practitioners before theInterstate Commerce Commission from appearing or acting as representative ofanother person before any federal, state, or municipal department, board,commission, agency, or any body other than a court, authorized or constitutedby law to determine any question of fact, affecting the rights of any carrierof persons or property in intrastate or interstate commerce, or from preparingfor or on behalf of another person any federal, state, or municipalapplication, report or other writing of any nature or description, or advisinganother person in relation to the preparation of the application, report, orother writing.

   (9) Any public accountant from advising a taxpayer inconnection with the imposition or adjustment of taxes or any person frompreparing for or on behalf of a taxpayer any federal, state, or municipal taxreturn or tax report, provided the person or public accountant regularly auditsor examines the accounting records of the taxpayer or any person from preparingfor or on behalf of a taxpayer any federal, state, or municipal personal incometax return.


State Codes and Statutes

State Codes and Statutes

Statutes > Rhode-island > Title-11 > Chapter-11-27 > 11-27-11

SECTION 11-27-11

   § 11-27-11  Practices permitted to personsnot members of bar. – Nothing in §§ 11-27-5 – 11-27-11 shall be construed to limit orprevent:

   (1) Clerks of court and recorders of deeds from the draftingof any legal instruments that may be necessary for the proper conduct anddischarge of their respective offices and duties.

   (2) Clerks or registered students in law offices from actingunder the direction of a member of the bar of this state whose authority as amember to practice law is in full force and effect.

   (3) Any person from occasionally collecting or adjusting anyunassigned claim of or against any member of his or her household or of oragainst his or her regular and principal employer.

   (4) The performance of any service personally performed byany natural person acting as administrator, executor, guardian, trustee, orother fiduciary in the preparation, rendering, and allowance of inventories,accounts, tax returns, or other services personally performed by him or her inrelation to the fiduciary estate without the intervention of another person.

   (5) Town clerks from drafting deeds and mortgages andtransfers and discharges of deeds and mortgages for recording in their ownoffices.

   (6) Any person from drawing, in the regular course of his orher regular business or employment, any note, bill, draft, bill of sale,conditional bill of sale, or any ordinary business agreement, to which he orshe or his or her regular and principal employer is a party.

   (7) Any certified public accountant or member of the AmericanInstitute of Accountants from appearing or acting as a representative ofanother person before any federal, state, or municipal department, board,division, department, commission, agency, or any body other than a court,authorized or constituted by law to determine any question of fact, affectingthe imposition or adjustment of taxes or regarding any financial or accountingmatter, or from preparing for or on behalf of another person any federal,state, or municipal return or report of any nature or description, or advisinganother person in relation to the preparation of any such return or report.

   (8) Any person registered to practice before the InterstateCommerce Commission or member of the Association of Practitioners before theInterstate Commerce Commission from appearing or acting as representative ofanother person before any federal, state, or municipal department, board,commission, agency, or any body other than a court, authorized or constitutedby law to determine any question of fact, affecting the rights of any carrierof persons or property in intrastate or interstate commerce, or from preparingfor or on behalf of another person any federal, state, or municipalapplication, report or other writing of any nature or description, or advisinganother person in relation to the preparation of the application, report, orother writing.

   (9) Any public accountant from advising a taxpayer inconnection with the imposition or adjustment of taxes or any person frompreparing for or on behalf of a taxpayer any federal, state, or municipal taxreturn or tax report, provided the person or public accountant regularly auditsor examines the accounting records of the taxpayer or any person from preparingfor or on behalf of a taxpayer any federal, state, or municipal personal incometax return.