Written Consent to Disclose Tax Return Information
So… you are with your banker, mortgage dude, or lawyer and you need a copy of last year’s tax return. Or worse yet, the last three years. If you are one of my disorganized clients who doesn’t want to be bothered with trying to find your copies, you might think “I’ll have my highfalutin smarty-pants CPA shoot a copy right over.” Maybe.
Date: January 15, 2010
Categories: Consent to disclose your info