Consent to Release Tax Return

Tax Return Release Consent Form

Please fill out the details below to authorize JPCPA to release your return to someone other than you.

Information for recipient of tax returns or financials
Provide the following details for who is the recipient of your information*
Indicate Tax Years and Duration of Consent*

Most recent Tax Year on file OnlyMost recent Tax Year on file and Future Years (until revoked in writing by you)Other
Indicate Items to send to recipient*

Individual Tax ReturnBusiness Tax ReturnFinancial Statements
Notes or Comments to JPCPA
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 disclosure 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 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. 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.
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Tax Return Release Consent Form