I confirmed that all information I entered here is accurate and true.
I allow Money Tree Tax Bookkeeping and Financial Services to capture my sensitive data like
personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy Money Tree Tax Bookkeeping and Financial
Services.
By signing below, you acknowledge that you have read and understood your responsibilities and our
responsibilities in doing this tax return.

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more
than one). 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.
For your convenience, we have entered into an arrangement with Santa Barbara Tax Products
Group, LLC, a division of Green Dot Corporation, a Delaware corporation (“Processor”), using
banking services of Green Dot Bank, to provide qualifying taxpayers with the opportunity to apply
for refund processing services offered by and through Processor. To determine whether these
services may be available to you, we will need to use your tax return information by analyzing it
and calculating the amount of your anticipated refund.
If you would like us to use your tax return information to determine whether these services may
be available to you while we are preparing your return, please sign and date this consent to the
use of your tax return information.
By signing below, you (including each of you if there is more than one taxpayer) authorize us to
use the information you provide to us during the preparation of your 2023 tax return to
determine whether to present you with the opportunity to apply for refund processing services
through Processor.
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 Disclose
Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more
than one). 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.
You have indicated that you are interested in applying for a Refund Transfer (“RT”) product from
Santa Barbara Tax Products Group, LLC, a division of Green Dot Corporation, a Delaware
corporation (“Processor”) using banking services of Green Dot Bank (“Bank”). In order to have
your refund processed by and through Processor, we must disclose all of your 2023 tax return
information to Processor and Bank.
If you would like us to disclose your 2023 tax return information to Processor and Bank for this
purpose, please sign and date your consent to the disclosure of your tax return information.
By signing below, you (including each of you if there is more than one taxpayer) authorize us to
disclose to Processor and Bank all of your 2023 tax return information so that Processor can
evaluate and process your application and Bank can provide banking services for the RT product You understand that if you are not willing to authorize us to share your tax information with
Processor and Bank, you will not be able to obtain an RT product from Processor, but you can still
choose to pay us directly to have your tax return prepared and filed.

At Money Tree Tax Bookkeeping and Financial Services, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. Auto collect is enabled with the bank meaning that whatever bank account is used on the tax return will be debited by SBTPG to recoup the fees owed to the bank and tax prep fees.

By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.

If you are filing a small business (self employed) please copy this link and fill out the form

https://app.jotform.com/243545770651157