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Rules that went into effect January
1, 2009, prohibit our sending client tax returns or data to a lender or other
third party based on verbal or email instruction. Rather, a client may authorize
such a disclosure or use of tax return data only by signing one or more consent
forms.
Other consent forms must be used to
authorize the release of client tax return information to an entity affiliated
with our practice and to authorize us to send our Bottom Line newsletter to a
client if the newsletter contains articles on topics unrelated to taxation.
It may be necessary for you to sign
multiple consents, as each consent narrowly authorizes only a specific
disclosure or use of tax information. To assist you in this process, we are
providing on this page links to common consent forms.
If you have any questions as to which
consents apply to you, please contact your Schmidt Westergard & Company tax
professional at 480-834-6030. |
