IRS-Compliant Documents Library
Branded disclosure agreements, consent forms, and letterhead templates — all IRS-compliant
IRS Compliance Notice
All documents in this library are designed to comply with IRS regulations including Circular 230, IRC §7216, the Gramm-Leach-Bliley Act, and FTC Safeguards Rule. Documents marked Required must be provided to clients before or at the time of service. Always have documents reviewed by a qualified tax attorney for your specific jurisdiction.
Client Engagement Letter
RequiredEstablishes the professional relationship between the tax preparer and client, outlining scope of services, fees, and responsibilities.
Circular 230 §10.33
Privacy Policy & Notice
RequiredRequired IRS privacy notice explaining how client tax information is collected, used, and protected. Complies with Gramm-Leach-Bliley Act.
IRC §7216, GLB Act
Consent to Use Tax Return Information
RequiredIRC §7216 required consent for the tax preparer to use client tax return information for purposes other than tax preparation.
IRC §7216, Treas. Reg. §301.7216-3
Consent to Disclose Tax Return Information
RequiredIRC §7216 required consent for the tax preparer to disclose client tax return information to third parties.
IRC §7216, Treas. Reg. §301.7216-3
Tax Preparation Fee Agreement
RequiredTransparent fee disclosure for all tax preparation services, including refund transfer fees and bank product fees.
Circular 230 §10.27
Data Security & WISP Notice
RequiredClient-facing notice about the firm's Written Information Security Plan (WISP) and data protection practices.
IRS Publication 4557, FTC Safeguards Rule
Power of Attorney (Form 2848 Instructions)
Instructions and template for IRS Form 2848 — Power of Attorney and Declaration of Representative, allowing the firm to represent clients before the IRS.
IRS Form 2848, Circular 230
Refund Transfer Agreement
Disclosure and agreement for clients choosing to have tax preparation fees deducted from their refund via a bank product.
IRC §7216, NACHA Rules
EFIN Verification & ERO Disclosure
RequiredDisclosure of the firm's Electronic Filing Identification Number (EFIN) and Electronic Return Originator (ERO) status as required for authorized e-file providers.
IRS Publication 3112, Rev. Proc. 2007-40
Circular 230 Disclosure
RequiredRequired disclosure regarding IRS Circular 230 regulations governing practice before the IRS.
31 CFR Part 10 (Circular 230)
Identity Theft Affidavit Instructions
Instructions for clients who may be victims of tax-related identity theft, including Form 14039 guidance.
IRS Form 14039, IRS Publication 5027