Release of Tax Information

The Federal government is concerned about protecting the privacy of your tax return data. As part of their concern, they have issued regulations that require tax preparers to received signed, written consent from the taxpayer before releasing any taxpayer data to a third party, which includes, but is not limited to, banks, attorneys, and investment advisors. In an effort to comply with these regulations, and to satisfy client requests for tax information to be submitted to third parties, we are providing a copy of this disclosure form here for your use. Please complete the tax form, sign, date, and return to us to facilitate your request. If you have any questions or concerts regarding this process, please contact a member of our team for assistance.

Click here forĀ 2013 consent to disclosure of tax return information