Before You Sign
Federal law (IRC § 7216) limits what we can do with your tax return information to one thing by default: preparing and filing your return. To serve you fully, we need your written permission below to share your information with the professionals who help prepare your return and to use it for the planning and advisory work you've hired us for.
Our commitment: We do not sell, rent, or disseminate client information. We share only what's necessary, only with vetted, credentialed professionals working for you, and we use your information only to serve you.
A few things the IRS requires us to tell you: You are not required to sign these forms for us to prepare your return. If you sign, federal law may not protect your information from further use by the recipients. You may revoke any consent in writing at any time.
Please check each item you authorize, then sign.
Questions? Contact us.