Federal law requires this consent form be provided to your ("you" refers the each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent will be valid for one year.

For your convenience, we have entered into an arrangement with certain companies to offer life insurance, health insurance, wills, trusts, financial planning, and notary services. To determine whether this service may be of interest to you, we will need your tax return information.

If you would like us to use your tax return information to determine whether this service is relevant to you, please sign and date below to consent to the use of your tax return information including email or address to send you updates on services we provide as well as promotions we are running. Your information will never be shared with outside sources.