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Tax Preparation Agreement and Privacy Disclosure January, 2018 ...

Tax Preparation Agreement and Privacy Disclosure January, 2018 ...-2025

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The document is a Tax Preparation Agreement and Privacy Disclosure from Beacon Tax Services, outlining the terms of engagement for preparing the client's 2017 federal and state income tax returns. It details the responsibilities of both the client and the service provider, including accuracy of information, fees based on complexity, and privacy practices in compliance with federal regulations. The document also includes a tax organizer section for clients to provide necessary personal and financial information.

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Versions	Form popularity	Fillable & printable
2022	4.2 Satisfied (51 Votes)
2021	4.8 Satisfied (51 Votes)
2020	4.8 Satisfied (30 Votes)
2020	4.3 Satisfied (33 Votes)
2020	4.4 Satisfied (159 Votes)
2019	4.4 Satisfied (290 Votes)
2019	4.7 Satisfied (51 Votes)
2019	4.3 Satisfied (52 Votes)
2019	4.3 Satisfied (57 Votes)
2018	4.5 Satisfied (62 Votes)
2018	4.9 Satisfied (35 Votes)
2018	4.1 Satisfied (46 Votes)
2018	4.3 Satisfied (42 Votes)
2017	4.8 Satisfied (226 Votes)
2017	4.2 Satisfied (37 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Should you consent for the use of tax return information?

Federal Disclosure: Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent.

What is required for a paid tax preparer to comply with the FTC Financial Privacy Rule?

ing to the FTC Safeguards Rule, tax return preparers must create and enact security plans to protect client data. See Publication 5708 for information on creating a written information security plan. Failure to do so may result in an FTC investigation.

Can a tax preparer disclose information?

If tax preparers knowingly or recklessly disclose or use your tax information for any reason other than for tax return preparation, they may face criminal fines and prison.

What to do if a tax preparer filed your taxes without your consent?

You can file a complaint against the preparer with the IRS. You can also contact the company the preparer works for to see if they will make it right. You can also check to see if the company carries Errors and Omissions insurance.

Can a tax return preparer disclose or use tax return information without the taxpayers consent to?

A tax return preparer may disclose tax return information to a person under contract with the tax return preparer in connection with the programming, maintenance, repair, testing, or procurement of equipment or software used for purposes of tax return preparation only to the extent necessary for the person to provide

Is it illegal to disclose someones tax return?

You are probably aware the law protects your tax return information from disclosure to other parties by the Internal Revenue Service. IRC Section 6103 generally prohibits the release of tax information by an IRS employee.

Tax Preparation Agreement and Privacy Disclosure January, 2018 ...-2025

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Should you consent for the use of tax return information?

What is required for a paid tax preparer to comply with the FTC Financial Privacy Rule?

Can a tax preparer disclose information?

What to do if a tax preparer filed your taxes without your consent?

Can a tax return preparer disclose or use tax return information without the taxpayers consent to?

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Is it illegal to disclose someones tax return?

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Tax Preparation Agreement and Privacy Disclosure January, 2018 ...-2025

Here's how it works

How to edit Tax Preparation Agreement and Privacy Disclosure January, 2018 ... online

See more Tax Preparation Agreement and Privacy Disclosure January, 2018 ... versions

Complete this form in 5 minutes or less

Got questions?

Should you consent for the use of tax return information?

What is required for a paid tax preparer to comply with the FTC Financial Privacy Rule?

Can a tax preparer disclose information?

What to do if a tax preparer filed your taxes without your consent?

Can a tax return preparer disclose or use tax return information without the taxpayers consent to?

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Is it illegal to disclose someones tax return?

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