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Disclosures

The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
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As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
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If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

Authorization to Consider & Use Tax Information to Provide Additional Services

There are circumstances when federal law requires this consent form be provided to you to provide additional financial or consulting services. Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. 

Please read, sign the form, and get it back to us.

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