Tell us which disclosures and uses your firm makes: overseas staff, a lender at the client's request, an affiliate, offering other services, AI analysis. Out come the right consent forms with the IRS-mandated statements word for word, the delivery rules for paper or e-signature, and engagement letter language that explains your practice. Free, no sign-up, delivered as a Word document.
A consent to disclose to a third party, a consent to disclose to a preparer outside the United States, and a consent to use each carry different mandatory statements and different rules about conditioning your services on them. The builder produces only the ones your situations need, each as its own document.
A paragraph in an engagement letter describes your practice. It never substitutes for a conforming consent, and the builder says so on every paragraph it writes. It also tells you which situations need no consent at all.
It is not legal advice. Section 7216 carries criminal penalties, the facts decide which consent applies, and the Revenue Procedure's form rules govern Form 1040 series taxpayers. Counsel reviews the output before first use; the action list says so first. Builder version 1.0 (October 2026).
Tech Guru administers client systems without viewing return content, keeps data in the United States, and gives every client a written Section 7216 position statement. Book a discovery call.
Book your discovery call nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. Full proposal within 24 hours of your call. (800) 692-6096
30 minutes that change how your firm runs.
Here is exactly what we cover:
You leave with recommendations you can act on, whether or not we work together. Daniel is on the call.
Prefer to talk now? (800) 692-6096
Scheduler not loading? Book directly here.
