IRC §7216
Your tax information stays yours.
Federal law limits how tax preparers can use or share your return information. Here is how we ask, and what you're agreeing to if you say yes.
TODO: LEGAL REVIEW REQUIRED before launch
How it works
Six rules we follow.
- Optional
- Your free return is prepared whether you sign or not. "Skip — just prepare my return" is always available.
- Separate
- Use and disclosure are two separate consents, each signed on its own, never bundled with the engagement letter.
- Exact wording
- We show the IRS-required statements from Rev. Proc. 2013-14. Each signature stores the exact text, version and a fingerprint of it.
- Time-limited
- Each consent lasts one year unless you pick a different period.
- Revocable
- You can revoke either consent from your portal at any time. Planning features switch off as soon as you do.
- Reviewed by a CPA
- Any planning ideas are evaluated by a licensed professional against your facts before they're shared with you.
Version 2026-11-04-draft-2
Consent to use your tax return information
Federal law requires this consent form be provided to you. 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.
You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. 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 from the date of signature.
Purpose of this consent: the Firm would use your tax return information to identify tax planning and advisory services that may be relevant to you, and to offer those services to you.
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.
Version 2026-11-04-draft-2
Consent to disclose your tax return information
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. 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 to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 from the date of signature.
Recipient and purpose: the Firm would disclose your tax return information to ZeroTax, the platform provider, so ZeroTax can operate the platform that identifies planning opportunities and supports the Firm's advisory services. The information disclosed would be your complete tax return information for the tax year, including supporting documents you upload.
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.