To save you time and hassle, please complete and email the forms that apply to you. Thank you!

Consent to Use and Disclosure for Bank Products

Use this form if you want the fee for our tax preparation services to be deducted from your refund.

Form 1: General Forms

Form 2: Claim Dependent & Head of Household Status

Many clients may be eligible to claim Head of Household status, Dependent credits, Education credits, and the Earned Income Credit. Please prepare and bring the required documentation to your appointment and retain copies for your records.

Form 3: Rental

Form 4: Business

Form 5: Form 7216: Consent to Disclose Tax Information to a Third Party

Internal Revenue Code (IRC) Section 7216

Internal Revenue Code (IRC) Section 7216 is a criminal provision that prohibits tax return preparers from knowingly or recklessly disclosing or using a taxpayer’s tax return information for any purpose other than preparing, assisting in preparing, or processing that return, unless the taxpayer provides specific, formal consent or an exception applies. If you need to have your tax information released to a third party, please sign and return this form.