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. If you do not consent, then you may still have your tax return prepared and electronically filed by us for a fee.

For your convenience, we have entered into arrangements with third parties to provide qualifying taxpayers with the opportunity to apply for financial products (loan, electronic refund check or electronic refund deposit). To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund.

If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to use your tax return information. By proceeding to use our website and signing up to services and programs, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to present you with the opportunity to apply for these products.