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IRS NEW DISCLOSURE & USE RULES: GOOD INTENTIONS AND UNINTENDED CONSEQUENCES

The IRS recently added provisions to the tax code designed to protect the confidentiality of your personal tax information.  In short, the new guidelines - much akin to HIPAA in the healthcare sector - will protect your privacy but could limit our ability to provide you with relevant, value-added information such as seminar invitations, newsletters, legislative and regulatory updates and general business information. 

Here's what we need from you.  On the forms below, we are very specific in identifying the ways we use and disclose your contact information.  We are asking that you sign the forms and return them to use via mail or fax.

 The following two forms should be used by individuals:
 

• CONSENT TO DISCLOSE TAX RETURN INFORMATION - INDIVIDUAL/JOINT RETURN - Click here
• CONSENT TO USE OF TAX INFORMATION - INDIVIDUAL/JOINT RETURN - Click here

The following two forms should be used by businesses or not-for-profit organizations:
 

• CONSENT TO DISCLOSE TAX RETURN INFORMATION - BUSINESS or NOT-FOR-PROFIT - Click here
• CONSENT TO USE TAX RETURN INFORMATION - BUSINESS or NOT-FOR-PROFIT- Click here
   

Please note: We must have both a 'disclosure' and a 'use' form signed.

Interersted in understanding IRS Regulation 7216 better? Email us at 7216info@cshco.com to learn more. Also, please take a moment to read the following:

A Brief History of 7216

Our Privacy Pledge