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, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer affects the tax return reparation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. 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.
In order to process your return, we must disclose all your 2025 tax return information to National Tax Office, LLC that we partner with in order to provide certain services.
For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products 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.
By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to National Tax Office, LLC all your 2025 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 provided to us during the preparation of your 2025 tax return to determine whether to present you with opportunity to apply for bank product (described above) and services.