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CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION

CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION 2026

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The document is a consent form from Houston & Associates, LLC, a certified public accounting firm, which outlines the legal requirements for disclosing tax return information. It explains that client consent is necessary for sharing tax information with third parties and details the process for granting such consent, including specifying the duration of validity. The form allows clients to authorize disclosure to various entities such as banks, financial advisors, or attorneys.

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Click ‘Get Form’ to open the CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION in the editor.
Begin by filling in the 'Forms(s)' section with the specific tax forms you wish to disclose.
Next, indicate the 'Tax Year(s)' for which you are providing consent. This ensures clarity on the information being shared.
Select the recipient of your tax return information by checking the appropriate box for Bank/Mortgage/Lender, Financial Advisor, Attorney, or Other. If selecting 'Other', specify in the provided space.
Specify the duration of your consent by filling in 'Start Date' and 'End Date'. If no dates are provided, your consent will be valid for one year.
Complete the form by entering your name, email address, and signing it. Ensure that all fields are filled accurately before submission.

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