We do not share our client's personal information with outside parties without the client's express consent and prior approval by the partner. Federal law requires us to provide a consent form to the client. Unless authorized by law, we cannot disclose, without consent, a client's tax return information to third parties for any purposes other than the preparation and filing of their tax returns.  We are also required to obtain a consent form before releasing financial information to a ‘Third Party’. Consent forms can be printed or download using the links below.

Consent to Release Tax Return Information to Third Parties

Consent to Release Financial-Accounting Information to Third Parties