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 subsidiary of Green Dot 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 your 2025 tax return information to determine whether to present you with the opportunity to apply for refund processing services through Processor.
By signing below, you (including each of you if there is more than one taxpayer) authorize G & M Tax Solutions to:
Use your 2025 tax return information to determine eligibility for refund processing services through the Processor.
Provide secure remote filing, mobile services, and in-office services as needed to prepare and file your tax return.