Consent to Disclose Tax Return Information — IRC §7216

Consent to Disclose Tax Return Information

Internal Revenue Code §7216 · Consent to Disclosure

Required Federal Disclosure

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.

Tax Return Preparer: Montaque Swanepoel, CPA — CFO360 Group
Purpose of Disclosure: To disclose tax return information to authorized members of CFO360 Group for the purpose of assisting in the preparation and review of your tax return.
Recipient(s): CFO360 Group and its authorized personnel.
Tax Year: 2024 & 2025
Consent Duration: One year from the date of signature.
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.
Consent Recorded

IRC §7216 Consent to Disclose — Confirmation

Taxpayer Name
Electronic Signature
Tax Year(s)
Date of Consent
Consent Duration
Tax Return Preparer
Authorization
Submitted At

This will save/print a copy for your records and send a PDF to your preparer.

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.
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