Please fill out the Consent form completely. This information is used to verify who you are and to get you the information that you need correctly and quickly. Incomplete forms will delay the delivery of your requested documents.
Cost of Request (effective 12/20/2019)
If you are unable to scan the returns and original documentation given to you in your tax folder, please note that we will charge $10.00 for each tax return requested and an additional $10.00 for hand-fed support documents, i.e., W-2s, 1099s, etc. We will contact you for payment once we have received the completed Consent Form. After the Consent Form and Payment have been processed we will email the requested documents to you.
All PDF files will be Password Protected. If you are not using a MAC computer with Preview App you will need to utilize Google Chrome to unlock the PDF’s with the password that you are given. Full instructions will be sent in the email with the password protected attachments.
Please note that Consent forms may take 5-7 business days to be processed, especially during tax season. We appreciate your understanding.
Consent Form DownloadConsent-to-Release-Form-2020-Update