NYC Tax Preparer Disclosure Notice (Required by NYC Consumer Protection Law)
Express Tax Professionals is a tax preparation company operating in New York City. Under New York City Administrative Code §20-741, tax preparers must provide taxpayers with clear disclosures about your legal rights, privacy protections, and how your information is handled.

Please read carefully before completing this form and before any tax preparation begins.

You will receive:
✔ The NYC Consumer Bill of Rights Regarding Tax Preparers
✔ Our Privacy & Data Security Policy
✔ Our Fee Disclosure & Consent Authorization

The taxpayer must personally complete and submit this form, as digital signatures are required during this process. 

Before continuing, please review our Tax Preparation Document Checklist to ensure you have all required information and documents available. Incomplete submissions may delay processing. 

Before continuing, please review our Tax Preparation Document Checklist to ensure you have all required informattion and documents available. 

Incomplete submissions may delay processing. 

Thank you for choosing Express Tax Professionals to assist with the preparation of your income tax return.

Please be advised that federal law requires professional tax preparers to retain copies of certain identifying documents as part of our compliance and identity verification obligations.

Any identifying documents provided, along with copies of your tax return and supporting records, are maintained securely and protected using appropriate administrative, technical, and physical safeguards.

If you have any questions regarding our record retention or data security practices, please feel free to discuss them with a member of our team.

Sincerely,

Express Tax Professionals

Tax Checklist - Income

Please ensure to gather to upload all income slips including but not limited to..

• W2 - Wage and salary income
• 1099 - NEC - Independent contractor income
• 1099 - MISC - Other income (rent, prizes, legal settlements, etc.)
• 1099-INT / 1099-DIV – Interest and dividend income
• 1099-R – Retirement distributions (IRA, pension, annuities)
• SSA-1099 – Social Security benefits
• Schedule K-1 – Partnership, S-Corp, or trust income
• Unemployment income (1099-G)
• Self-employment / business income (profit & loss required)
• Rental income (income and expenses required)
• Other income not reported on a form (please explain)

Tax Checklist – Deductions
 
Please gather and upload documentation for any deductions you are claiming, including but not limited to:

Child & Dependent Care Expenses

(Daycare, babysitter, after-school care — include provider name, EIN/SSN, and receipts)

Adoption Expenses

(Legal, agency, travel, and court-related fees)

Education Expenses

(Form 1098-T, tuition statements, student loan interest Form 1098-E)

Retirement Contributions

(Traditional IRA, SEP IRA, SIMPLE IRA contributions)

Alimony Paid

(Only if deductible under pre-2019 divorce agreements — include court order)

Medical & Dental Expenses

(Out-of-pocket expenses exceeding IRS thresholds)

Charitable Contributions

(Cash and non-cash donations with receipts)

Mortgage Interest & Property Taxes

(Form 1098, real estate tax bills)

State & Local Taxes Paid

(Income, sales, or property taxes — subject to SALT limits)

Self-Employment & Business Expenses

(Schedule C expenses including supplies, advertising, mileage, home office)

Employment-Related Expenses

(Only if allowed under specific state or federal rules)

Moving Expenses

(Military members only, if applicable)

Investment Interest & Carrying Charges

Casualty or Theft Losses

(If federally declared disaster applies)
 

 ** Only upload documents that apply to your situation. Not all deductions apply to every taxpayer.

1. No additional forms selected.  Please continue.

Authorization to Disclose Federal and State Tax Return Information 
(IRC §7216 Required Disclosure)

Federal law requires this consent form before we can disclose your tax return information to a third party.

By checking “I Agree” and signing below, you authorize Express Tax Professionals to disclose your tax return information to your designated representative for the limited purposes described below.

INFORMATION THAT MAY BE DISCLOSED
 
Your tax return information may include, but is not limited to: 

• Information provided by you for the preparation of your federal and state income tax returns
• Information contained on your filed or draft tax returns (including Forms W-2, 1099, Schedule C, Schedule E, and related schedules)
• Adjustments to income, deductions, and tax credits
• Refund amounts or balances due
• Estimated tax payments
• Filing status
• Address and contact information
• Direct deposit or electronic funds withdrawal information solely for tax filing purposes
    

PURPOSE OF DISCLOSURE 
  
The purpose of this disclosure is to allow your designated representative to assist with the preparation, review, filing, and discussion of your income tax return.

LIMITATIONS

Your representative may NOT:

•  Sign or file a tax return on your behalf unless separately authorized under IRS Form 2848
• Make changes to your tax return without your approval
• Represent you before the IRS or any state taxing authority unless separately authorized
• Access your tax information after this authorization is revoked
   

DURATION OF AUTHORIZATION

This authorization will remain in effect until the earliest of:
(1) Completion of the tax services requested,
(2) Revocation by you in writing, or
(3) One (1) year from the date of signature below.

REVOCATION RIGHTS 

You may revoke this authorization at any time by providing written notice to Express Tax Professionals.

Revocation will not affect disclosures made prior to the revocation.

IRS WARNING
 

Once your tax return information is disclosed to a third party, federal law may no longer protect that information from further disclosure.

CLIENT RESPONSIBILITIES 
 
You are responsible for reviewing all tax information prepared on your behalf and for notifying us immediately of any changes or errors.

You are responsible for maintaining copies of your tax records as required by law.

Firm Authorization & Consent

By selecting “Yes” below, you authorize Express Tax Professionals to prepare and electronically file your federal and applicable state income tax return(s) based solely on the information you provide.

This authorization permits us to communicate with the Internal Revenue Service (IRS) and applicable state taxing authorities only regarding the processing, acceptance, or rejection of your tax return(s), and to request clarification or missing information necessary to complete your return.

This authorization does not grant legal representation before the IRS or any state taxing authority.
Representation rights require a separate, properly executed IRS Form 2848 (Power of Attorney).

This authorization applies only to the tax year(s) covered by this submission and may be revoked at any time in writing.