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Please click here to download the Client Intake and Consent forms.

After completing your intake forms please submit them along with the rest of your 2018 tax documents.


Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return we must disclose all of your 2018 tax return information to Tax Group Pros, LLC that we utilize in order to provide certain services.

If you will allow us to disclose your 2018 tax return information to Tax Group Pros, for this purpose, sign and date your consent to the disclosure of your tax return information.

By signing the form, you (including each of you if there is more than one taxpayer) authorize us to disclose to Tax Group Pros all of your 2018 tax return information. If you are not willing to authorize us to share your tax information with the other firms, you can still choose to have your tax return prepared and filed by us for a fee.


Please click the link below to download the Client Intake and Consent forms.

Client Intake and Consent Forms

After completing your intake forms please submit them along with the rest of your 2018 tax documents.