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Consent for disclosure of tax returns

 
 
Re:       ________________________________________________________
            Client Name(s) – Please list personal & business names (if applicable)
 
 
Dear Wehner Accounting & Tax, Inc.:
 
I have engaged _______________________________________ for accounting and tax services effective

 

_____________________________.  I hereby authorize you to release PDF copies of my 2022 income tax returns upon request at no charge if requested prior to December 31, 2023 (if requested after December 31, 2023 a $75/return fee will be charged).
 
No other disclosure of information contained in our files to any other person or for any other purpose is authorized.
 
Thank you in advance for your cooperation in this matter.
 
Sincerely,

 


____________________________________
Client Signature

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Please sign and return the form below if you would like me to release your income tax returns to another firm

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