Client Forms | Tax Max Affiliate Hub

Taxpayer privacy: information entered here is not saved in a Tax Max/Base44 database and is not sent to AI. It stays on this device until you choose to download the PDF or securely upload the completed packet and selected documents to Tax Max Google Drive.

This consent supports the tax-preparation engagement and secure handling of information. It does not replace IRS Form 8879 or any separate consent required by IRC 7216 for uses or disclosures beyond preparing the tax return.

Taxpayer Consent

Taxpayer Full Legal NameDate of BirthLast 4 Digits of SSN / ITINTax Year

Acknowledgments

I understand I am responsible for providing complete and accurate information and documents to my tax preparer.I authorize my preparer to ask follow-up questions and request supporting records when information is incomplete, inconsistent, or unclear.I authorize my preparer to receive and securely store the tax documents I provide for the purpose of preparing, reviewing, and maintaining my tax file.I understand no refund amount, tax result, loan approval, audit result, or processing date is guaranteed.I understand I must review my completed return before signing or authorizing electronic filing.I understand a separate IRS Form 8879 or other required signature authorization will be used when applicable before e-filing.I understand this form does not authorize use or disclosure of my tax return information for unrelated marketing or other purposes; separate consent may be required by law.

Communication & Signature

I authorize routine tax-preparation communication by email or text, but sensitive documents should be exchanged only through the secure portal/upload process.Taxpayer Signature / Typed NameDate

Secure upload requires a private invitation from Tax Max.

You may complete, download, and print this form without uploading it.

This worksheet supports due diligence; it cannot make a return “audit-proof.” The preparer must ask follow-up questions when facts are incomplete, inconsistent, or appear incorrect, document the answers, and verify current tax law before filing.