1. Failure to report or disclose a reportable transaction can result in significant penalties. Please click on the Reportable/Listed Transactions Disclosure link below for information regarding the types of transactions that must be reported or disclosed.

   • Reportable/Listed Transactions Disclosure

2. Tax law requires your signed consent before we can provide your tax information to many third parties (i.e., banks, mortgage companies, etc.)  There are different forms for 1040 filers and all other filers.  Please click on the following link for your form:

   • Consent to Disclose Tax Return Information - Individual

   • Consent to Disclose Tax Return Information - Business/Fiduciary/Tax Exempt/Estate/Gift Tax

Meals, Entertainment, Travel and Automobile Expense Substantiation