Consent to Use and Disclose Tax Return Information

Federal law (Internal Revenue Code section 7216 and its regulations) limits how a tax return preparer may use or share your tax return information. We use it to prepare your return, and we do not use or share it for anything else unless you agree.

This page describes the optional consents we may ask you to sign. Signing is voluntary, and we will not refuse to prepare your return if you decline. Effective date: [EFFECTIVE DATE].

What is tax return information?

It is anything you give us or we create to prepare your return: your name, Social Security number, income, deductions, filing status, dependents, and the return itself.

Uses that do not need your consent

We may use your information, and share it with our service providers and the tax agencies, to prepare, e-file, and respond to questions about your return, and where the law requires or permits it.

Optional consent: other uses and disclosures

By signing the consent form we give you at engagement, you may allow us to:

• Contact you with other services we offer, such as bookkeeping, business support, and tax planning.
• Share your information with a named third party you choose (for example a lender, bookkeeper, or financial adviser), limited to what you list.
• Use a service provider located outside the United States, only if we tell you in advance, name the country, and you consent in writing.

Rules that protect you

• The consent form will state exactly what we may use or share, with whom, and why.
• It will name us as the preparer and state the effective period. If no period is stated, the consent lasts one year from signing.
• You may refuse to sign, and our refusal to provide a service will never depend on your signing an optional consent.
• You may withdraw consent at any time by written notice to [EMAIL] or [ADDRESS]. Withdrawal does not affect uses already made.
• A consent that lets us share your Social Security number must be signed by you, and we will give you a copy.
• Consents are signed on paper or electronically as the IRS rules allow, and we keep a copy.

Report misuse

If you believe a preparer has improperly used or disclosed your tax return information, you can report it to the Treasury Inspector General for Tax Administration (TIGTA) at tigta.gov or the IRS at irs.gov .

Contact us

[BUSINESS NAME]
[ADDRESS]
[PHONE] · [EMAIL]