llfcpa
Level 3
05-23-2021
11:54 AM
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Is there a specific form that I should have a client sign when they ask me to send their tax return to a financial planner?
abctax55
Level 15
05-23-2021
12:01 PM
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As a rule, I don't provide a client's info to any third party. I give them their copy (hard, or PDF) then they can share as they see fit. Eliminates a ton of possible liability.
IF you choose to send your client's info to a third party, ye - there's an authorization form. I use the one recommended by either the AICPA or my E&O insurance carrier.
HumanKind... Be Both
llfcpa
Level 3
05-23-2021
12:06 PM
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thank you
abctax55
Level 15
05-23-2021
12:08 PM
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YVW
HumanKind... Be Both
llfcpa
Level 3
05-23-2021
12:09 PM
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ps - do you know the form name or number? i am on the aicpa website and cannot locate it