Taxpayer Consent to Use & Disclosure of Tax Return Information
Authorize Alternative Consulting Group LLC (ACG) to use and disclose your tax return information for tax preparation and compliance. Your consent is required for ACG to prepare or file your tax return.
Purpose of This Consent
This consent allows Alternative Consulting Group LLC (“ACG”) to use and disclose your tax return information strictly for tax preparation, tax compliance, IRS communication, payment processing, and quality review. Your information will NOT be used for marketing or non-tax services. Signing this form is required for ACG to prepare or file your tax return.
Consent to Use of Tax Information: I authorize ACG to use my tax information for the following purposes (all must be checked):
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Preparing and filing federal and state tax returns
Multi-year/back-year tax filings
IRS transcript retrieval
IRS notice review and responses
Expat tax filings and foreign reporting
ITIN creation/renewal
Income verification letters for immigration attorneys (tax-only)
Household income analysis for USCIS tax compliance
Payment processing through Refund Advantage
Secure digital communication by email, SMS, and client portals
Electronic signature of tax documents
Encrypted digital document storage
Consent to Disclosure of Tax Information: I authorize ACG to disclose my tax information ONLY to the following categories of third-party service providers for tax preparation and compliance (all must be checked):
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Internal Support Staff (tax apprentices, intake apprentices, tax reviewer apprentices, Tier 1 internal reviewers) for administrative and data-entry support only
Third-Party Tax Support Team (GKM tax support for complex/business returns) for preparation support only
Tax software and e-file systems (TaxSlayer Pro, IRS e-file processors)
Payment & bank product providers (Refund Advantage, merchant processors)
CRM, portals & electronic storage (TidyFlow, Jotform, OneDrive, Google Drive, electronic signature platforms, encrypted email/SMS systems)
Electronic Communication Consent: I authorize secure communication through the following methods (all must be checked):
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Email
SMS/Text
Encrypted client portal
Electronic delivery of tax documents
Digital signature platforms
Storage & Security Disclosure
Your documents may be stored electronically in encrypted systems for tax preparation, compliance, and IRS communication. Information will NOT be used for marketing or non-tax business purposes.
Limitations of Disclosure
• ACG does NOT sell or share your information for marketing
• ACG does NOT provide immigration legal services
• ACG does NOT prepare or submit USCIS forms
• Information is NOT shared with attorneys without consent
• All tax positions and decisions are made solely by ACG
Duration & Revocation
This consent is valid for one year from the date signed. You may revoke this consent at any time by written notice to support@alttaxplans.com or manderson@advo-link.com. Revocation does not apply to disclosures made before notice is received.
IRS Required Statement
You are not required to sign this form. If you do not sign this consent, ACG cannot prepare or file your tax return because essential systems, bank products, and required support cannot be used without your authorization.
Taxpayer Full Name
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First Name
Last Name
Are you filing jointly with a spouse?
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Yes
No
Spouse Full Name (if filing jointly)
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First Name
Last Name
Taxpayer Signature
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Spouse Signature (if filing jointly)
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Date Signed
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-
Month
-
Day
Year
Date
Submit Consent
Submit Consent
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