In plain English: the first document authorizes G&G Tax Advisors to process your documents with automated tools; the second authorizes sending them to our document-reading service for the sole purpose of extracting the figures for your return. A licensed human reviews and signs every return. Neither consent allows marketing or selling your data, and both expire one year from the date you sign.
Signing is entirely optional. We prepare your return either way, at the same fee. Without the consent, your preparer simply processes your documents manually, which can take longer. Right after you create your account, both documents are shown in full and you sign by typing your name and the date (or choose No thanks). You can revoke a consent in writing whenever you like. Each signature is recorded with a timestamp and a fingerprint of the exact text below.
CONSENT TO USE OF TAX RETURN INFORMATION
Pursuant to 26 U.S.C. § 7216, Treas. Reg. § 301.7216-3, and Rev. Proc. 2013-14
Federal law requires this consent form be provided to you. Unless
authorized by law, we cannot use your tax return information for
purposes other than the preparation and filing of your tax return
without your consent.
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. 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.
Specific use you are consenting to
You authorize G&G Tax Advisors to use your tax return information,
including the tax documents you upload to the client portal (for
example Forms W-2, 1099, and 1098) and the figures shown on them, for
one specific purpose: processing your documents with automated
software tools that organize and extract the figures needed to prepare
your return and to prepare related schedules and worksheets supporting
your return. A licensed human preparer reviews, approves, and signs
every return. This consent does not authorize marketing and does not
authorize any use unrelated to preparing your return.
Duration
This consent is valid for one year from the date you sign below, unless
you specify a shorter period in writing. You may revoke this consent at
any time by notifying us in writing; revocation will not affect any use
that already occurred while this consent was in effect.
If you believe your tax return information has been disclosed or used
improperly in a manner unauthorized by law or without your permission,
you may contact the Treasury Inspector General for Tax Administration
(TIGTA) by telephone at 1-800-366-4484, or by email at
complaints@tigta.treas.gov.
Signature
By typing your name and the date below and selecting I Consent, you
consent to the use of your tax return information described above.
CONSENT TO DISCLOSURE OF TAX RETURN INFORMATION
Pursuant to 26 U.S.C. § 7216, Treas. Reg. § 301.7216-3, and Rev. Proc. 2013-14
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.
Specific disclosure you are consenting to
You authorize G&G Tax Advisors to disclose your tax return information
to one named recipient only:
Recipient: Anthropic, PBC (the provider of the Claude
AI service)
The information disclosed is limited to the tax documents you upload
to the client portal (for example Forms W-2, 1099, and 1098), including
images of those documents and the figures shown on them. The sole
purpose of the disclosure is automated data extraction and draft
preparation so a licensed human preparer can review, approve, and sign
your return. This consent does not authorize any other disclosure,
does not authorize marketing, and does not authorize the sale of your
information.
Duration
This consent is valid for one year from the date you sign below, unless
you specify a shorter period in writing. You may revoke this consent at
any time by notifying us in writing; revocation will not affect any
disclosure that already occurred while this consent was in effect.
If you believe your tax return information has been disclosed or used
improperly in a manner unauthorized by law or without your permission,
you may contact the Treasury Inspector General for Tax Administration
(TIGTA) by telephone at 1-800-366-4484, or by email at
complaints@tigta.treas.gov.
Signature
By typing your name and the date below and selecting I Consent, you
consent to the disclosure of your tax return information described
above.
Related: Terms of Service · Privacy Notice