CONSENT TO DISCLOSE TAX RETURN INFORMATION
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. 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 to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation 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 from the date of signature.

1. Name of Tax Return Preparer:
Jalada, LLC

2. Name of Taxpayer:
Jon Doe

3. Purpose of Disclosure:

To provide "Financial Advisor" with information from your 2024 and 2025 federal income tax return to assist in providing you with financial planning and advisory services.

4. Specific Recipient:
Financial Advisor

5. Information to be Disclosed:

A copy of your complete 2024 Form 1040 and all supporting schedules and attachments as well as documents provided to prepare the tax return including information provided in the questionnaire and organizer. 

6. Duration of Consent:
This consent is valid for seven years. If you wish, you may specify a shorter or longer period here: ___________________________.

7. Right to Limit Disclosure:
You have the right to request a more limited disclosure of your tax return information. If you wish to limit the information disclosed, please describe the limitations here: ___________________________________________________________.

8. Affirmative Consent:
By signing below, you authorize «Firm_Name» to disclose the tax return information described above to «Custom Field: Financial Advisor» for the purpose stated above.

9. Signature and Date:
Taxpayer Signature: ___________________________ Date: _______________

10. Copy of Consent:

You will be provided with a copy of this signed consent form at the time of execution.

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.