E-Mail Authorization & Consent to Disclose

Because of conflicting rules between FINRA and the IRS, clients MUST sign a consent to Disclose Tax Return Information in order to send e-mails to sue@wallatax.com. Sue must remove you from her e-mail contact list if you do not sign this form. You can still send documents to other office e-mail addresses and by fax, drop-off and mail, see us personally or speak to us by phone. For those who wish to meet with Sue via Zoom, you will need to consent to this disclosure in order for her to invite you via e-mail.