7216 Consent Forms

A Little Housekeeping

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At Herbein + Company, Inc., we place a high value on your privacy and the security of your personal information. We have always had policies in place to safeguard the information you provide to us, whether it is in paper or electronic format.

There are current federal regulations in place to ensure that all tax preparers handle their clients’ information with care. The regulations require that we obtain your consent before we use or disclose your information for any purpose other than preparing your tax return, such as recommending services or sending you our firm newsletter.

The forms linked below describe the reasons why we have used or disclosed your information in the past and request your consent to keep doing so in the future. We assure you that our business practices will not change and we will continue to respect your privacy and maintain confidentiality. The only difference is that we are now required by law to obtain your written permission before contacting you regarding our services.

Please note that you are not required to sign either form in order to keep doing business with Herbein + Company, Inc. You may give your consent for all, some, or none of the situations. However, without your signed consent, we cannot contact you regarding matters that do not relate directly to your tax return.

This means we would not be able to contact you to recommend services that might be of benefit to you. Also, you might not receive our newsletters, enewsletters, event invitations, or other Herbein + Company, Inc. news.

7216 Form Links

For questions or additional information, contact your Herbein advisor directly or via 1.855.HC.TODAY.

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