Third Party Disclosure Authorization
Fill this out and sign it if you want me to send a copy of your tax return to a 3rd party.
Name
First Name
Last Name
Your Email Address
example@example.com
Last 4 digits of your SSN.
Please indicate which year of your tax return you want sent to the 3rd party.
Please Select
2023
2022
2021
All 3
Do you want W2s, 1099s, and other documents sent with the tax return?
NO
Yes
Last 4 digits of the bank account used on your last tax return.
You understand that your return and other document file(s) contain personal and confidential information. (We can't edit the information or send only parts of your file).
YES
No (Nothing will be sent).
Purpose of Release of Information
Please Select
Financial Advisor
Mortgage Company or Broker
Another tax professional
Other
Name of 3rd Party (Company Name)
Name of Individual to the attention of:
Email Address of 3rd party.
Phone # of 3rd party.
Date
-
Month
-
Day
Year
Date
Signature authorizing release of information.
If your advisor has questions, have them send questions through you. You (the client) send me an email and I will answer the questions).
Todd's Tax Service LLC
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Should be Empty: