Consent Form
Alma's Accounting & Tax Services ("we", "us", and "our")
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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.
By signing below, you authorize us to use the information you provide to us during the preparation of your 2021 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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