Client Consent & Authorization

Full Legal Name *

Tax Information Authorization *

I authorize Local Tax Pros to collect, use, and store my tax information for the purpose of preparing and filing my federal and state tax returns, in accordance with IRS regulations (IRC §7216).

Electronic Signature & Communication Consent *

I consent to receive and sign tax documents electronically, including Forms 8879, engagement letters, and other required tax documents, using electronic signatures and secure portals.

Information Accuracy Acknowledgment *

I confirm that the information I provide is true, complete, and accurate to the best of my knowledge, and I understand that I am responsible for reviewing my tax return before it is filed.

Third-Party Tools Disclosure *

I acknowledge that secure third-party tools may be used to prepare and file my tax return, including tax software, document upload portals, and electronic signature platforms.

Full Legal Name (Electronic Signature) *

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