IRS Section 7216 Disclosure and Consent
Important Federal Tax Information
Federal law requires tax return preparers to obtain your consent before using or disclosing tax return information for purposes other than preparing and filing your tax return.
This consent authorizes B Innovativ LLC to use certain tax return information as described below.
Information We May Use
Tax return information may include:
- Name
- Address
- Filing status
- Income information
- Tax forms
- Tax return data
- Supporting documentation
Permitted Uses
With your consent, B Innovativ LLC may use your information to:
- Provide tax preparation services
- Provide bookkeeping services
- Provide tax planning services
- Offer audit support services
- Assist with sales tax compliance
- Provide business consulting services
- Contact you regarding tax-related matters
- Communicate changes in tax law
Permitted Disclosures
With your authorization, information may be shared with:
- Software providers necessary to prepare returns
- Secure document storage providers
- IRS-authorized e-file providers
- State tax agencies
- Third parties specifically authorized by you
No Sale of Tax Information
B Innovativ LLC does not sell tax return information.
Your tax return information will never be sold to third parties.
Voluntary Consent
You are not required to consent to the use or disclosure of your tax return information.
Refusal to provide consent will not affect our ability to prepare and file your tax return.
Duration of Consent
Unless revoked in writing, consent shall remain effective for the duration of the client relationship and any applicable record retention period required by law.
Revocation
You may revoke your consent at any time by submitting written notice to:
B Innovativ LLC
Federal Disclosure Statement
Federal law requires this consent form be provided separately from engagement letters and other documents. If you consent to the disclosure of your tax return information, federal law may not protect your information from further use or distribution by the recipient.
