This now is a Federal Law that all CPA's, EA's and any tax preparers will request from all
taxpayers. which was Effective January 1, 2009.
It is called " SECTION 7216 TAXPAYER CONSENT OR DISCLOSURE RULE
1. All tax preparer must have the taxpayers sign a CONSENT TO USE THEIR TAX INFORMATION before a Tax Return can be prepared. Even though you do not have to actually sign this form it is to your advantage. Depending on your filing status You, You and your Spouse must be present or the form must be mailed, e-mail, and returned to the Preparer before he is able to complete your return.
2. All Tax Preparers must have the Taxpayers sign a "CONSENT TO DISCLOSE THEIR TAX INFORMATION. This form is if you are to receive a refund using the bank that the tax preparer uses for there refund Checks, or Refund Loans. This form also has to be signed, You cannot use 1 for for both unless it is had the 2 separated and 2 signatures are required.
3. There is also a 3rd form, this form is for the disclosure of your tax information to third parties, ( Mortgage Companies) Banks, insurance companies, Financial Services)
All of these forms must be signed by both parties, Husband and Wife, or who ever the tax return is for.
If you need anymore information on this subject you can go the IRS website at Internal Revenue Service, and type in form 7216 in the search box on the upper right hand side.
Attention: Our E-mail Address has again changed to [email protected]. the reason for this is Att.redesigned from Google to Yahoo servers.
Franklin Katz, ATP,PA, CPB
Frank’s Tax and Business Service
120 York Rd
Kings Mountain, NC 28086-3151
(704) 739-4039
Fax: (704) 739-3934
Circular 230 Ruling: Compliance
This email (including any attachments) contains PRIVILEGED AND CONFIDENTIAL INFORMATION protected by federal and/or state law and is intended only for the use of the individual(s) or entity(is) designated as recipient(s). The information contained within this email should not be construed as tax advice. If you are not an intended recipient of the email, you are hereby notified that any disclosure, copying, distribution, or action taken in reliance on the contents of this email is strictly prohibited. Disclosure to anyone other than the intended recipient does not constitute a waiver of any applicable privilege. If you have received this email in error, please immediately notify us by phone at (704) 739-4039 or by email at [email protected] and then permanently delete the original and any copy of this email (including any attachments) and destroy any printout thereof.
taxpayers. which was Effective January 1, 2009.
It is called " SECTION 7216 TAXPAYER CONSENT OR DISCLOSURE RULE
1. All tax preparer must have the taxpayers sign a CONSENT TO USE THEIR TAX INFORMATION before a Tax Return can be prepared. Even though you do not have to actually sign this form it is to your advantage. Depending on your filing status You, You and your Spouse must be present or the form must be mailed, e-mail, and returned to the Preparer before he is able to complete your return.
2. All Tax Preparers must have the Taxpayers sign a "CONSENT TO DISCLOSE THEIR TAX INFORMATION. This form is if you are to receive a refund using the bank that the tax preparer uses for there refund Checks, or Refund Loans. This form also has to be signed, You cannot use 1 for for both unless it is had the 2 separated and 2 signatures are required.
3. There is also a 3rd form, this form is for the disclosure of your tax information to third parties, ( Mortgage Companies) Banks, insurance companies, Financial Services)
All of these forms must be signed by both parties, Husband and Wife, or who ever the tax return is for.
If you need anymore information on this subject you can go the IRS website at Internal Revenue Service, and type in form 7216 in the search box on the upper right hand side.
Attention: Our E-mail Address has again changed to [email protected]. the reason for this is Att.redesigned from Google to Yahoo servers.
Franklin Katz, ATP,PA, CPB
Frank’s Tax and Business Service
120 York Rd
Kings Mountain, NC 28086-3151
(704) 739-4039
Fax: (704) 739-3934
Circular 230 Ruling: Compliance
This email (including any attachments) contains PRIVILEGED AND CONFIDENTIAL INFORMATION protected by federal and/or state law and is intended only for the use of the individual(s) or entity(is) designated as recipient(s). The information contained within this email should not be construed as tax advice. If you are not an intended recipient of the email, you are hereby notified that any disclosure, copying, distribution, or action taken in reliance on the contents of this email is strictly prohibited. Disclosure to anyone other than the intended recipient does not constitute a waiver of any applicable privilege. If you have received this email in error, please immediately notify us by phone at (704) 739-4039 or by email at [email protected] and then permanently delete the original and any copy of this email (including any attachments) and destroy any printout thereof.
