IRS §7216 Consent

Internal Revenue Service § 7216 Consent to Use and Disclose Tax Return Information

Federal law generally prohibits us from using or disclosing your tax return information without your consent. By accepting this document you consent to the following uses and disclosures.

Use of your tax return information

I, the taxpayer, authorize Simple Financial Solutions Limited to use my tax return information (as defined in Treasury Regulation § 301.7216-1) for the following purposes necessary to prepare my return:

1. Preparing my federal and state income tax returns.
2. Preparing related forms and schedules (W-2, 1099, Schedule C, K-1, 1120S, 1065, etc.).
3. Preparing extension requests.
4. Preparing amended returns.
5. Securely retaining the return and related work papers for the periods required by law.

Disclosure to auxiliary service providers

I authorize Simple Financial Solutions Limited to disclose my tax return information to the following auxiliary service providers for the purpose of preparing my return, each of which is contractually bound to use the information solely for that purpose and to maintain confidentiality consistent with the §7216 regulations:

• Clerk (identity verification)
• Supabase (secure document storage, encrypted at rest)
• Vercel (hosting infrastructure)
• Resend (secure transactional email)
• Anthropic / OpenAI (AI-assisted document review and categorization, routed through zero-retention endpoints when processing tax return information)

If you prefer that we not use AI providers for tax return information, select that option on the next page. We will route your return through non-AI tools instead.

Duration

This consent is valid for one year from the date of signing unless you revoke it in writing. You may revoke at any time by emailing privacy@foxelfin.com.

Your rights

• You are not required to complete this form to engage us for non-tax services.
• If you consent to disclosure, your information may be processed outside the United States only where listed providers so operate (see Privacy Policy).
• If you believe we have used or disclosed your tax return information improperly, contact the Treasury Inspector General for Tax Administration at 1-800-366-4484 or complaints@tigta.treas.gov.

I have read this consent and sign it voluntarily.