Consent Form
Alma's Accounting & Tax Services ("we", "us", and "our")
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Email *
Your Full Name *
Agreement
Federal law requires this consent form be provided to your ("you" refers the each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.
You are not required to complete this form to engage in our tax preparation services.
If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent will be valid for one year.
Use for Insurance Products
For your convenience, we have entered into an arrangement with certain companies to offer life insurance, health insurance, wills, trusts, financial planning, and notary services. To determine whether this service may be of interest to you, we will need your tax return information.
Agreement
If you would like us to use your tax return information to determine whether this service is relevant to you, please sign and date below to consent to the use of your tax return information including email or address to send you updates on services we provide as well as promotions we are running. Your information will never be shared with outside sources.

Text Message Appointment Reminder Opt-In

By providing my mobile phone number during the scheduling of my appointment and selecting the opt-in option below, I consent to receive text messages from Alma’s Accounting & Tax Services regarding my scheduled appointments, including appointment confirmations, reminders, scheduling updates, and related appointment communications. Message frequency may vary. Message and data rates may apply.

I understand that consent to receive text messages is not a condition of receiving services. I may opt out at any time by replying STOP to any text message. For assistance, I may reply HELP or contact Alma’s Accounting & Tax Services directly.

 *
By signing below, you authorize us to use the information you provide to us during the preparation of your 2025 tax return to determine whether to offer you insurance products. Your electronic signature below will be recognized the same way as an ink signature. *
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