Understanding the Consent Form

Understanding the IRS Consent Form: What You Need to Know
Transparency and communication are essential in tax preparation. One key element in this process is the IRS consent form included with engagement letters. This post explains why the form matters, addresses common concerns, and highlights how we protect client data while working with an international team.

What Is the IRS Consent Form?

The IRS requires a consent form when tax work involves overseas personnel—whether employees, contractors, or outsourced providers. This form informs clients that their data may be accessed outside the U.S. and clarifies that the IRS has limited ability to resolve international issues, placing responsibility for security on service providers.

Why We Work with an International Team

Due to a shortage of accounting graduates, we expanded our talent pool globally while continuing to hire locally in Oregon. Our team in India is a strategic addition that helps maintain service quality and efficiency.

Training and Integration

Our overseas team undergoes rigorous training, pursues CPA and EA certifications, and uses the same resources as U.S. staff. This ensures they meet professional standards and align with our firm’s culture.

Data Security Measures

Client data remains on U.S.-based servers. Overseas staff access systems via secure VPNs, and no sensitive data is stored locally. Physical and digital safeguards are in place to prevent breaches.

Building a Unified Team

Our international colleagues are full members of our team. We invest in collaboration and training, including in-person sessions—such as Geoff’s upcoming visit to India—to strengthen connections.

Why Signing Matters

The consent form is essential for us to prepare your return efficiently. Without it, there could be a delay in processing your return. We encourage clients to reach out with questions to ensure clarity and confidence.