Consent to Disclose Tax Return Information

These Terms were last revised on March 8, 2023.

Federal law requires this that you consent to the disclosure of certain tax information that is confidential in nature. Unless authorized by law, Lendio cannot disclose the information provided to us to support your Application for the Employee Retention Credit to third parties without your consent. If you consent to the disclosure of the information supporting your application for the Employee Tax Credit, federal law may not protect your information from further use or distribution.

You are not required to consent to this disclosure; however, your failure to consent will prevent us from processing your materials and assisting you in obtaining an Employee Retention Credit. Because our ability to disclose your tax return information to another tax return preparer affects the tax return preparation services that we (or our agents) provide to you and its (their) cost, we may decline to provide you with tax return preparation services or change the terms (including the cost) of the tax return preparation services that we (or our agents) provide to you if you do not consent to these terms. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time for one year from the date of signature.

Name of Taxpayer: As indicated on the Lendio ERC Application.

Purpose of Disclosure: Determination of any Employee Retention Credit, and completion and filing of amended IRS form 941-X

By utilizing our service, you expressly authorize Lendio to disclose to its selected tax preparation providers (as the “CPA”) the information you provide to Lendio, including your tax return information for the years of 2020-2021, for the above listed Purpose.

You further authorize the CPA to share with Lendio the tax forms the CPA prepares, and tax information the CPA obtains or produces, on your behalf as the taxpayer. You further authorize the Lendio appointed CPA to provide to Lendio tax information it obtains and completes as part of the above listed Purpose.

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