Consent From Clients

Submit Form with Tax Workpapers or Submit to organizers@mbe.cpa

As part of the improvements to our individual income tax processes, a §7216 Client Consent has been created for each of our clients to sign. With the goal of quick and efficient income tax return preparation services, this document details the way that we will use your personal information and who can assist in data entry and your return preparation. 

7216 Client Consent Form
Client Name(Required)
Does this agreement cover multiple parties?

Please provide a complete listing of the names of any additional persons, as described under the section titled PARTIES above, that will be covered under the terms and conditions of this MBE CPAs LLP 7216 Client Consent.


7216 Client Consent Agreement(Required)
Federal law requires this consent form be provided to you. Unless authorized by law, MBE CPAs, LLP cannot disclose your tax return information to third parties for purposes other than those related to the preparation and filing of your tax return without your consent. 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. Because our firm’s ability to disclose your tax return information to another tax return preparer affects the tax return service(s) that we provide to you and its (their) cost, our firm may decline to provide you with tax return preparation services or change the terms (including the cost) of the tax preparation services that we provide to you if you do not sign this form. 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 ten years from the date of your signature. This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security Number (“SSN”). Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States that will receive your SSN maintain an adequate data protection safeguard (as required by the regulations under 26 U.S.C. Section 7216) to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, federal agencies may not be able to enforce U.S. laws that protect the privacy of your tax return information against a tax return preparer located outside of the U.S. to which the information is disclosed. By your authorization below, you understand that our firm may disclose your tax return information for purposes of providing data entry services to assist in the preparation of your individual income tax returns. The information disclosed may also include all information contained within, or derived from, your current and/or prior year tax return(s), unless you request in writing a more limited disclosure. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov. Consent Valid Through: Until Withdrawn in writing or 12/31/2034

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