Tax Return Disclosure

Tax Return Disclosure

Easily authorize us to share your tax return information by completing the disclosure form below—important for keeping your affairs in order.

Tax Return Disclosure

Your tax information is strictly confidential and only shared with your consent or when legally required. To authorize us to disclose your tax return to a third party, please fill out the form below.

For more information, contact us through the client portal.

Taxpayer Name

Spouse Name (if applicable)

Business Name(s)

Tax Year

If you need more than one year, please list the years.

Accompanying supplementary information

Note reason for sharing information - lending, financial, planning, etc.

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

(We) (I) acknowledge receipt of a copy of this consent document.

Federal law requires this consent form be provided to you. Unless authorized by law, D Sanchez Group, LLC, 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. If we obtain your signature on this form by conditioning our 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 your signature.

By your authorization below, you confirm that you have requested our firm to disclose your tax return information to the parties listed for the purposes identified below. The information disclosed may include all information contained within, or derived from, your current or prior tax return(s), unless you request in writing a more limited disclosure.

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 email at complaints@tigta.treas.gov.

Taxpayer Signature

Spouse Signature (if applicable)

Date