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 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 preparation services. If we obtain your signature on this form by conditioning our 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 three years from the date of signature. I/we, the undersigned, authorize Hall Wehring CPAs LLC to disclose my/our 2022 tax return information to Avantax* for the purpose of evaluating our financial situation and providing me/us with information about various tax planning strategies and financial services & products including, but not limited to, individual & business tax planning, estate & gift tax planning, retirement planning, investment advice, investment products & services (e.g., stocks, bonds, mutual funds, insurance, and annuities) and long-term care & life insurance.
Also we acknowledge that Avantax captures, retains, and may review all electronic communications between me/us and the Firm, regardless of sender or recipient. These communications include my/our emails and attachments which contain Tax Return Information. Avantax will protect the confidential nature of this information by disclosing it only in response to lawful requests made by state or federal securities regulators, or otherwise as required by law.
Charlene Wehring, Lisa Pugel, and Wendi Hall are affiliated with Avantax Wealth Management and its affiliates ("Avantax")* as independent contractors solely for the purpose of providing clients with financial products and services. Securities laws and regulations require Avantx to capture, retain, and supervise its financial services professionals' communication related to Avantax's business. *Avantax Wealth Management ("Avantax") is composed of: (a) Avantax Investment Services SM a registered broker-dealer; (b) Avantax Advisory Services a registered investment adviser; and (c) Avantax affiliates, all of which are headquartered at 3200 Olympus Blvd. Suite 100, Dallas, Texas 75019.