For our current clients we are happy to provide up to 3 prior years information for your loan needs. Please complete the form below to request necessary information. We will confirm your request via email and you can expect delivery of your documents within 3 business days via secure email.

If you would like the information be sent directly to a third party you will need to complete the “Consent to Disclosure of Tax Return Information” form below.

Please discuss with your banker or mortgage broker all items that are needed prior to the completion of this form so that we can ensure we are providing you with everything you need for your loan.

Personal Information:

Please indicate all that apply:

Only complete the section below if you would like us to send your information directly to your banker.

Consent to Disclosure of Tax Return Information:


Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.



If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email to: