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IRS Section 7216 Information for Tax Preparation Customers
 

1. What Is IRS Section 7216?

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IRS Section 7216 is a federal law that protects your personal and financial information when you work with a tax preparer. It makes it illegal for tax professionals to disclose or misuse your tax return information without your explicit consent.

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2. Why It Matters to You

  • ✅ Your tax data is confidential.

  • ✅ We cannot share or use your information for marketing, financial services, or any other purpose unless you give written permission.

  • ✅ This law ensures your trust and privacy are protected when filing your taxes.   

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3. What We Can’t Do Without Your Consent

Under Section 7216, we cannot:

  • Share your tax return information with third parties.

  • Use your data to offer unrelated services (like loans, investments, or insurance).

  • Send your information outside the U.S. for processing.

  • Disclose your information to affiliates or other professionals without your signed authorization.

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4. When Consent Is Required

If we ever need to use or share your information for purposes beyond preparing and filing your tax return, we must ask you to sign a Section 7216 Consent Form.

  • The form will clearly explain what information is being shared, with whom, and why.

  • You are free to say yes or no — your tax preparation will not be affected by your choice.

  • Consent must be voluntary, knowing, and in writing.

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5. Penalties for Violations

Tax preparers who violate Section 7216 may face:

  • 💵 Fines up to $1,000 per violation.

  • ⛓️ Criminal charges, including up to one year in prison.

  • 🚫 Loss of professional reputation and ability to practice.

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6. Your Rights as a Taxpayer

  • You control how your tax information is used.

  • You will always be asked before your information is shared for non‑tax purposes.

  • You can refuse consent without any impact on your tax preparation services.

  • You can request a copy of any consent form you sign.

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7. Our Commitment to You

We take your privacy seriously. Our team follows IRS Section 7216 regulations to the letter:

  • We use your information only to prepare and file your tax return.

  • We safeguard your data with secure systems and strict confidentiality policies.

  • We will never share or use your information without your explicit, written consent.

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