Consent To Use of Tax Return Information

For the purposes of this consent form, “we,” “us,” and “our” mean First Class Financial LLC.

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 return 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 2025 tax return to determine whether to present you with the opportunity to apply for these products and services.

ELECTRONIC SIGNATURE DISCLOSURE AND CONSENT

By signing this document electronically, I agree that my electronic signature is the legally binding equivalent of my handwritten signature. I acknowledge that:

I have the right to receive a paper copy of this agreement upon request.
I consent to conduct this transaction and receive related disclosures electronically.
My agreement to use an electronic signature is voluntary and has the same legal force and effect as a physical signature under the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA).

Printed Name of Taxpayer*

First NameLast NameSuffix

Taxpayer Signature*

Date*

Date

Printed Name of Joint Taxpayer (if applicable):

First NameLast Name

Joint Taxpayer Signature (if applicable)

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.