Client consents to receive text messages from Avari Tax for service related communication. Standard messaging rates may apply. (This remains confidential information)

Client consents to the use of electronic signatures and electronic delivery of documents, including my tax return, engagement letters, and required disclosures.

🔒 Legal Disclaimer — Electronic Signature, Privacy, and Data Protection Notice By submitting this form, you authorize Avari Tax & Financial Services to receive, store, and use your information for tax preparation and related services. Your submission serves as your electronic signature and your consent to receive documents, disclosures, and communications electronically. We use secure third‑party platforms (including encrypted storage, e‑signature tools, and tax software) solely to provide services to you. Your documents are encrypted, password‑protected, and accessible only to staff who require them to complete your tax return or deliver the services you request. We do not sell or share your information with outside parties. In accordance with IRS record‑retention requirements, you consent to Avari Tax & Financial Services securely retaining your documents for approximately seven years, and never longer than required by legal, regulatory, or professional standards. You also agree to receive relevant service updates and communications from our team. If a data incident occurs, you will be notified as required by applicable law. The IRS strongly discourages sending tax documents or sensitive information by email. Right to Withdraw Consent: You may withdraw your consent to electronic signatures or electronic delivery at any time by contacting us by phone. Withdrawal does not affect documents previously provided or signed electronically. Requesting Paper Copies: You may request paper copies of any electronically delivered document by calling our office. Paper copies are typically mailed within seven days of your request. A $25 processing and mailing fee applies for each paper copy requested.

I confirm that the information and documents I provide are accurate and complete to the best of my knowledge.