Lion EA Posted March 22 Report Share Posted March 22 Does anyone have a Disclosure Form that I can use to have a current client sign giving me permission to disclose info to a new preparer for 3 years? I'm selling a few clients to a nearby preparer with the band width to take on new clients. We don't use the same software, and all clients DO have paper copies of their prior returns. But there will be questions. The new preparer is paying me over 3 years, but I think 1 year would be adequate for answering questions. Any forms you've used. Anything else you want to tell me?! 1 Quote Link to comment Share on other sites More sharing options...
Slippery Pencil Posted March 22 Report Share Posted March 22 Consent to Release Information.doc Here's one I used once. FWIW, it's a over a decade old and I obtained it through a internet search. 1 Quote Link to comment Share on other sites More sharing options...
Slippery Pencil Posted March 22 Report Share Posted March 22 Something seems to have gone wrong with the upload. Here it is again and here's the text. Consent to Release Information To: David J. Weigel, C.P.A., P.C. I hereby authorize the release of the following information to be provided to the following third party: Information to release: Tax returns as well as all tax, financial, and accounting related info for Tax Years: Third Party Recipient Name(s): Company: Contact Info: ___________________________________ ________________________ Signature: Date Please note that according to IRS rules and regulations this consent needs to be specific and written for each year, client and third party recipient. We cannot accept verbal consents. Likewise, we cannot write in changes after we receive the consent. Therefore, we will only release information on complete consent descriptions. We apologize for being difficult, but failure to comply with these rules means I could be subject to criminal sanctions. If you have any questions please feel free to contact our office. Sincerely, David J. Weigel, CPA, PC Phone: (248) 473-9919 Email: [email protected] Consent to Release Information.doc 2 Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted March 25 Report Share Posted March 25 From what I remember when disclosure was first required to be written consent, it has to be 8.5 x 11 paper and in size 12 font. But I might be mixing that up with privacy policy. I think NATP has sample forms for disclosure consent on their website if you are a member, or at least they use to. 2 Quote Link to comment Share on other sites More sharing options...
michaelmars Posted March 26 Report Share Posted March 26 My software has one, proseries and i thought atx had one too back when i used it. 2 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 28 Report Share Posted March 28 The Tax Book has one, as well. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 28 Author Report Share Posted March 28 Yep, hadn't thought to look there at first, because I'm giving the now-former client away and NOT preparing a tax return for her. I do get my biz ELs from TTB, so I should've gone there first. Thanks, everyone! 2 Quote Link to comment Share on other sites More sharing options...
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