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CB7216 - Section 7216 Disclosure and Consent Brochure - Additional Tax Services
On January 1, 2009, the new Sec. 7216 strict disclosure regulations became effective. These regulations were written to curtail the undisclosed transfer of taxpayer data to third parties, especially out-of-the-country transfers, and to protect a taxpayer’s data from being used to market other products. However, the language is such that the disclosure requirement even applies when additional tax services are provided (such as tax planning services).
This brochure was primarily prepared to satisfy the newly-required Sec. 7216 disclosure and obtain the client’s authorization to use tax return information to provide other tax-related services, such as tax planning, tax consulting, education planning, etc., after preparing the client’s return. It also includes a Privacy Policy statement required annually by the Federal Trade Commission. The policy provides for no disclosure of tax return information outside the firm without the client’s permission.
As an added bonus, the brochure provides referral promotion. Thus, this brochure will suit the needs of most practitioners who provide only tax services. For practitioners that provide other types of services, additional disclosures may be appropriate (separate Sec. 7216 disclosures are required for each).
To handle these additional disclosures ClientWhys has published 7 separate Microsoft® Word® templates. Click here for details.
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