E-mail is my preferred method as I am often in meetings during the day. Please send as much detailed information as possible so that I can adequately research your request.
E-mail: jeff@keenantax.com
Phone: 612-520-1242
Fax. 612-605-5708
REQUEST FOR RELEASE OF INFORMATION TO THIRD PARTIES (mortgage, bank, financial advisor, etc.)
Interested parties should contact the client if they need a copy of a tax return.
Client information is confidential and as such will not be released to third parties. A signed release from the client is not sufficient to protect liability and ethical considerations as determined by IRS Circular 230. Confidentiality of client information dictates that I cannot even confirm to a third party that I am working with the client.
Please note: The tax return was prepared with information provided by the taxpayer and is not audited by me. The accuracy of the information provided is verified by the client when the client signs Form 8879. Therefore, the information on the return is the only information available to third parties. As a result, the tax return does not represent any assessment on my part as to their creditworthiness, and does not include any statement of their financial position or income and expense for the tax year in accordance with generally accepted accounting principles, and should not be construed to do so.
E-mail: jeff@keenantax.com
Phone: 612-520-1242
Fax. 612-605-5708
REQUEST FOR RELEASE OF INFORMATION TO THIRD PARTIES (mortgage, bank, financial advisor, etc.)
Interested parties should contact the client if they need a copy of a tax return.
Client information is confidential and as such will not be released to third parties. A signed release from the client is not sufficient to protect liability and ethical considerations as determined by IRS Circular 230. Confidentiality of client information dictates that I cannot even confirm to a third party that I am working with the client.
Please note: The tax return was prepared with information provided by the taxpayer and is not audited by me. The accuracy of the information provided is verified by the client when the client signs Form 8879. Therefore, the information on the return is the only information available to third parties. As a result, the tax return does not represent any assessment on my part as to their creditworthiness, and does not include any statement of their financial position or income and expense for the tax year in accordance with generally accepted accounting principles, and should not be construed to do so.