Disclosure Consent Form

IRS requires that you fill out and send to me a consent form for anyone you would like me to talk to about your tax information: brokers, bankers, attorneys, family, etc.

I do not need one for myself or to speak to your spouse--just for outside third parties.



Tax Year 2016 Organizer Items

Personalized 2016 tax organizers were mailed on 9 January 2017. If you need additional copies of forms, here are blanks:


You may use the organizer pages as guides, fill them out completely, or turn in your own schedules. As long as I have your complete tax information, I do not require that you fill out these forms. If you are a new client, please call the office at 703-522-0262 to receive a personalized organizer with an engagement letter.
CERTIFIED PUBLIC ACCOUNTANT

1905 NORTH LINCOLN STREET
ARLINGTON VIRGINIA 22207
  • TEL    703-522-0262
  • FAX    703-524-4366
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