CPA Authorization Form

CPA Authorization Form

This CPA Authorization Form (the Authorization) is entered into by Client Name: , Client Address: , Tax Identification Number (EIN/SSN): , and CPA Firm Name: , CPA Representative: , CPA License Number: , CPA Firm Address: .

RECITALS

WHEREAS, Client hereby seeks to authorize CPA Firm to obtain and review Client's tax returns, financial records, and other documentation reasonably necessary for the preparation, filing, and representation of Client in tax matters; and

WHEREAS, CPA Firm represents that it is duly licensed, qualified and authorized to provide tax preparation, advisory and representation services and requires authorization in order to communicate with tax authorities and third parties and to obtain client documents; and

WHEREAS, the parties desire to define the scope, duration and limitations of such authorization.

NOW, THEREFORE, in consideration of the mutual promises contained herein, the parties agree as follows:

1. AUTHORIZATION

Client hereby authorizes CPA Firm and the CPA Representative to, on Client's behalf and at CPA Firm's discretion:

Select authorized actions: Obtain copies of tax returns and supporting documents from third parties, financial institutions, payroll providers, employers, and government agencies.
Represent Client before federal, state and local tax authorities, including signing consents, waivers, and power of attorney forms as necessary for representation.
Receive electronic copies of tax and financial documents and to communicate with third parties electronically.
Sign tax returns, forms, or other documents on behalf of Client only where Client has provided express prior written consent or where permitted by law.
Discuss Client's financial and tax matters with designated third parties listed in Section 4.

2. SCOPE, YEARS AND LIMITATIONS

This authorization is limited to the tax years and matters specified by Client: Tax Years: . Client expressly limits CPA Firm's authority to the tax matters described in this Authorization and any matters reasonably related thereto. CPA Firm shall not disclose Client information to any third party except as authorized in writing by Client or as required by law.

3. DURATION AND REVOCATION

This Authorization is effective as of Effective Date: and shall remain in effect until revoked in writing by Client or upon termination of the engagement between Client and CPA Firm. Revocation shall not affect actions taken in reliance on this Authorization prior to receipt of written notice of revocation. To revoke prior authorizations, check here:

4. THIRD-PARTY DISCLOSURE

Client authorizes CPA Firm to disclose Client information to the following named persons or entities for the purposes specified below. Disclosures beyond these recipients require separate written consent.

5. FEES, COSTS AND PAYMENT

Client understands that fees and costs for CPA Firm's services are governed by the separate engagement letter. Authorization to obtain records does not waive Client's obligation to pay fees. Client authorizes CPA Firm to obtain billing information from third parties if necessary to facilitate payment. Billing contact:

6. CONFIDENTIALITY; USE OF INFORMATION

CPA Firm shall use and disclose Client information only as necessary to carry out the authorized tasks and shall maintain confidentiality in accordance with professional standards and applicable law. CPA Firm may retain copies of documents obtained under this Authorization in its files.

7. INDEMNIFICATION; LIMITATION OF LIABILITY

Client agrees to indemnify and hold harmless CPA Firm and its agents from and against any and all claims, liabilities, losses or expenses (including reasonable attorneys' fees) arising from CPA Firm's actions taken in good faith reliance upon this Authorization. To the maximum extent permitted by law, CPA Firm's liability for any claims arising out of this Authorization shall be limited to direct damages and shall exclude consequential, punitive or exemplary damages.

8. ELECTRONIC DELIVERY AND SIGNATURES

Client consents to electronic delivery of tax documents, notices, and other communications where permitted. Client authorizes CPA Firm to rely upon electronic or facsimile signatures of Client or Client's authorized representatives to the same extent as original signatures. Client consents to such electronic communications by checking here:

9. NOTICES

All notices required or permitted under this Authorization shall be in writing and shall be delivered to the addresses set forth below or to such other address as either party may designate in writing.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Authorization shall be governed by and construed in accordance with the laws of the state in which CPA Firm maintains its principal place of business, without regard to conflict of law principles. This Authorization constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior oral or written authorizations. If any provision of this Authorization is held invalid or unenforceable, the remainder of this Authorization shall remain in full force and effect.

11. AMENDMENTS; WAIVER; COUNTERPARTS

This Authorization may be amended only by a written instrument signed by both parties. No waiver of any provision shall be effective unless in writing. This Authorization may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

12. CLIENT CERTIFICATION

By signing below, Client certifies that the information provided to CPA Firm is true, correct and complete to the best of Client's knowledge, that Client has the authority to provide this Authorization, and that Client understands the scope and limitations of the Authorization.

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