Consent Forms

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

Tax Preparer's 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
Form 1 - Disclosure Consent-1

Consent to Use of Tax Return Information

Tax Preparer's are required to have the client's permission to use his or her tax information for purposes other than preparing and filing the tax return (such as determining whether bank or other financial products may be available to the client). The Consent to Use of Tax Return Information explains this requirement and must be signed before the return is prepared.

The Consent to Use of Tax Return Information
Form 2 - Disclosure Consent-1

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