Information disclosure to a financial planner

llfcpa · ‎05-23-2021

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 · ‎05-23-2021

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.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

llfcpa · ‎05-23-2021

thank you

abctax55 · ‎05-23-2021

YVW

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

llfcpa · ‎05-23-2021

ps - do you know the form name or number? i am on the aicpa website and cannot locate it

Information disclosure to a financial planner

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