Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, federal law may not protect your tax return information from further use or distribution.
You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.
Please include: First Name, Last Name, Company Name (if appropriate), Mailing Address, Phone, Fax and Email. Include any other important information. For multiple contacts, please update a pdf file and submit with this form.
Please tell us about the purpose of disclosing your information. This might include: applying for a new mortage, selling real estate, legal, or working with a new financial planner.
Please provide all relevant years.
NOTE: If parties are married, then both spouses must sign.
If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at complaints@tigta.treas.gov.
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