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IRC §7216
§7216 disclosures.
Federal law restricts what a tax preparer can do with your return information beyond preparing your return. This page explains what IRC §7216 covers, what consent we ask for, and what stays off-limits regardless of consent.
What §7216 covers.
Section 7216 of the Internal Revenue Code makes it a federal offense for a tax preparer to disclose or use a client's tax return information for anything other than preparing that return, without the client's knowledge and written consent. It applies to every preparer at every firm, not just us — but we're required to disclose it plainly rather than bury it in fine print.
Your consent, in writing.
If we ever need to use or disclose your information beyond preparing the return itself — for example, sharing data with a bookkeeping software integration, or referring you to a specialist for a situation outside our scope — we ask for your written consent first, specific to that use. Silence isn't consent, and we don't infer it from an ongoing engagement.
What we don't do, consent or not.
We don't sell client data. We don't share your return information with marketers, data brokers, or unrelated third parties, regardless of what you consent to elsewhere. §7216 consent covers narrow, named uses — it's never a blanket waiver.
Revoking consent.
Any consent you give under §7216 can be revoked in writing at any time. Revoking it doesn't affect a return we've already filed — it only stops future use or disclosure beyond what's needed to prepare and file your current return.
How this relates to our other disclosures.
§7216 governs what we can do with your information; it's separate from how we store it. Our Security page covers the technical safeguards — SmartVault, AES-256 encryption, access logging — that protect your data regardless of what consent is or isn't on file. Read both if you want the full picture of how your information is handled from upload to filing.
Founder & CEO · CPA
Guy Crouch, CPA
Strategic Accounting Solutions, LLC · Est. 1986 · Licensed in CA · MO · INGuy founded Strategic Accounting Solutions in 1986 and still personally signs off on every return that leaves the firm. Clients work with a named preparer and get the benefit of CPA-level review — not a queue.
A Certified Public Accountant (CPA) is a state-licensed accounting professional. Guy holds active CPA licenses in California, Missouri, and Indiana, with full authority to represent clients before the IRS and state tax authorities.
Forty years of returns, from basic 1040s to complex S-Corps. The work doesn't change because the form does — every return gets the same care.
Filing now · FY 2026
Pick your form.
Pick your form.
We'll take it from there.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.
S-Corp · Form 1120S
Mar 15
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Individual · Form 1040
Apr 15
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