McCormick-Smith Services, LLC (“M-S”) provides financial services, including but not limited to bookkeeping, payroll, and tax preparation. Additionally, M-S performs administrative services such as notary services, word processing, and recordkeeping. Such services cannot and will not be provided without your written consent (Internal Revenue Code 7216). If you consent to the use or disclosure of your tax information including your federal and/or state tax returns, Federal law might not protect your tax return information from further use or distribution.
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot and will not disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your written 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 our tax 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.
By signing this form you expressly consent to the use of your tax information for the purposes of providing these auxiliary tax and financial services for you. I understand the firm is using tax information furnished by me to provide me with the services listed here.
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 (800)366-4484 or by email at email@example.com.
Monday 9am – 7pm Tuesday 9am – 7pm Wednesday 9am – 7pm Thursday 1pm – 7pm Friday 9am – 7pm Saturday 9am – 2pm Sunday: CLOSED
***Additional Hours By Appointment Only