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TG Disclouser

Let's get the legal stuff out of the way.

Transparency is important to us, and that's why we're asking for your approval.

Important Information

Federal law requires this consent form be provided to you. Unless authorized by law, we 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 to engage in tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 signature.

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.

I authorize Tax Guardian* to disclose to Tax Guardian, LLC all my 2019 tax return info and information regarding how long I have been an Tax Guardian client so that Tax Guardian can develop, offer, and provide products and services tailored to or that may interest me, including:

  • Invitations to exclusive offers
  • Personalized advice based on my tax situation
  • Develop new or improved products and services
  • Special recognition for the business I do with Tax Guardian.

Tax Guardian may use service providers and business partners to accomplish these tasks.

I'm filing this return with my spouse