CONSENT TO USE OF 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. 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. For your convenience, De Novo Tax and Advisors has entered into an arrangement with financial and legal professionals to assist you with any needs. To determine whether this service may be of interest to you, De Novo Tax and Advisors will need to use your tax return information. If you would like De Novo Tax and Advisors to use your tax return information to determine whether this service is relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. I authorize De Novo Tax and Advisors to use the information I provide them during the preparation of my tax return for 2023 to determine whether to offer me additional services.

Taxpayer Name

Taxpayer Signature

Spouse Name

Spouse Signature

Date Accepted

Please check if NOT CONSENTING

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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 TO DISCLOSURE OF 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.

To provide you with fast, efficient tax preparation services, De Novo Tax and Advisors may share your tax return information, as indicated below, with the other preparers that provide these services. If we determine that you may benefit from additional financial services, we may disclose your tax information to a financial advisor or others at your request in order to provide these services.

If you would like De Novo Tax and Advisors to disclose your tax return information to these service providers, please sign and date your consent to the disclosure of your tax return information.

I authorize De Novo Tax and Advisors to disclose to other preparers that portion of my tax return information for 2023 that is necessary for the preparation of my return.
I authorize De Novo Tax and Advisors to disclose to financial advisors or others that I request, that portion of my tax return information for 2023 that is necessary for the offering of additional financial services.