7216 - Standard - Consent for Disclosure of Tax Information Logo
  • Please note, if you are married, we will need a disclosure from BOTH spouses to provide joint information to an outside vendor.  You will need to use the same link again (go back to the original link) to fill out a second copy of the form. Thanks! 

    Call us if you have questions, 602-357-3275, or for faster response text us at 602-362-7939.

  • Consent for Disclosure of Tax Information

    Pursuant to IRC Section 7216
  • Federal law requires this consent form be given to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return information, federal law may not protect your tax return information from further use or distribution.

    You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

  •  I authorize the following disclosure of my tax/other information:

  • Person(s) to whom disclosure is authorized: (This is the person you want us to speak to on your behalf)

    Examples: Financial Planner, Attorney, Banker, Insurance Rep, Real Estate Agent, Mortgage Broker, Etc.

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  • Authorization to provide additional information or respond to inquiries:

  • If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

    Do not sign this form is you have not read it and understood what it asks for, and the permissions you are giving us.

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