Virtual Client E File Consent Form

Tax Preparation Virtual Client E-File Consent Forms

Thank you for choosing our tax preparation services. Please complete the following form to provide us with the necessary information for your tax preparation.
Please Select Your Tax Preparer*
How did you hear about us?*

FacebookInstagramFlyerReferred by Someone
If someone Referred you, please provide their Name & Phone Number or Email.
ADVANCE LOAN APPLICATION DEADLINE WAS MARCH 15TH, 2025.

It is a seasonal product and will resume in January 2026 for the next Tax Season.

We can STILL HELP FILE YOUR TAXES!!

IRS typically takes 21-30 days to process a return once submitted

(Certain circumstances may require a longer processing time to be determined by the IRS, your tax preparer has no control over the processing time once your return has been submitted and Accepted by the IRS.)
Are You Interested in an Advanced Loan of up to $7,000?*

YesNo
If interested, which do you prefer?*

Up to $1,000 No Finance FeeUp to $7,000 With Finance FeeI'm NOT Interested in an Advance Loan
Are You Interested in Credit Repair?*

YesNo
What Option of Credit Repair would you prefer?*

3 Rounds/ $3506 Rounds/ $50012 Rounds/ $800Not Interested in Credit Repair
Client Information
What Tax Year Do You Need?*
Please Complete a Separate Consent Form for Every Year Needed.
S S #*
Please Enter Your Full Social
Full Name*

First NameMiddle NameLast NameSuffix
Date of Birth*

MonthDayYear
Date
Date of Death

MonthDayYear
Date
Phone Number*
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Email Address*
example@example.com
Your Current Mailing Address*

Street Address

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Postal / Zip CodeCountry
Work Phone Number
Please enter a valid phone number.
Occupation

Click this Section to Sign Consent Forms
E-SIGN CONSENT FORM

I, {fullName} (Taxpayer) hereby, give {pleaseSelect} (Tax Preparer) permission to Sign, Date and Submit My {whatTax} Tax Return electronically on my behalf.

This form is only Valid for the Tax Year listed above. Please notify your Tax Preparer to file a separate form if multiple years are being filed.
Signature*

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CONSENT TO USE OF TAX RETURN INFORMATION

For the purposes of this consent form, "we", "us", and "our" mean {pleaseSelect} (Printed Name of Tax Preparer).

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 in our tax retun preparation services. If we obtain your signature on this form by conditioning our tax 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.

If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these products 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 authorize us to use the information you provide to us during the preparation of your   {whatTax}   tax return to determine whether to present you with the opportunity to apply for these products and services.

Printed Name of Taxpayer:      {fullName}
Taxpayer Signature:   Signature*   Date:   Date*

Printed Name of Joint Taxpayer (if applicable):   First Name   Last Name
Joint Taxpayer Signature (if applicable):   Signature   Date:   Date

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 e-mail at complaints@tigta.treas.gov.
CONSENT TO DISCLOSURE OF TAX INFORMATION

For the purposes of this consent form, "we", "us" and "our" mean {pleaseSelect} (Printed Name of Tax Preparer).

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 diclosure 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 in 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. 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 receiving an Electronic Disbursement Service and/or Loan (or collectively, "Products or Services") from Pathword, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your   {whatTax}   tax return information necessary for evaluating the request to Pathward. If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you authorize us to disclose to Pathward all of your   {whatTax}   tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Pathward, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.

Printed Name of Taxpayer:      {fullName}
Taxpayer Signature:   Signature*   Date:   Date*

Printed Name of Joint Taxpayer (if applicable):  First Name   Last Name
Joint Taxpayer Signature (if applicable):   Signature   Date:   Date

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 e-mail at complaints@tigta.treas.gov.
Date*

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Tax Preparation Virtual Client E-File Consent Forms

Client Information