IRS Regulation 7216 provides guidance to tax preparers regarding the use and disclosure of their clients' tax information. This regulation strengthens taxpayers' ability to control their tax information and to make informed decisions regarding the preparer's use of that information. Tax preparers who fail to comply with this regulation face a $1,000 fine and one year in jail for each violation.
Consent to Disclosure of Tax Return
Information
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Tax Preparers are required to have the
client's permission to disclose his or her tax
return information to third parties (such as to banks
for bank products, or to service bureaus or
franchisors). The Consent to Disclosure of Tax Return
Information must be signed before sending the return
to the designated third party. The
Consent to Disclosure of Tax Return
Information for Non-Tax Preparation
Services |
Please click on, print, and complete the form you were advised to use.
Please return the finished form by FAX to: 480-778-1752
or by hand-delivery or mail to:
O'Malley & Berberich CPAs, P.C.
8535 E Hartford Dr #108
Scottsdale AZ 85255