Foreign Disclosure
of Tax Return Information

WCG wholly owns and operates WCG India Global Services Private Limited, our own team in Ahmedabad, to assist with tax return preparation and related services. Before that work begins, federal law requires your written consent, and this form is how we ask for it.

They Are Not A Vendor

We did not contract with an offshore processing firm. We built our own subsidiary and hired our own team, and about a quarter of WCG now works in Ahmedabad.

They are our employees, several with us for five years now. We recruit, screen, train, develop and promote them the same way we do everyone else. They join our firmwide meetings every December, we travel to see them, and we have met their spouses and their children. Several are Chartered Accountants and CPAs, and several are Enrolled Agents, a credential issued by the IRS itself.

How We Protect Your Information

Every WCG employee is background checked before day one and rescreened every two years, including credit and financial screening. Most CPA firms do neither.

Indian employment law also permits a broader screening scope than United States law does in several respects, and we use it. Our India team is the more heavily vetted half of this firm, not the less.

We wrote about why this matters, and why we are now asking every client to sign this consent, here: One Team, One Heartbeat. Our full security and privacy procedures are published here.

What Happens Next

The next screen is the consent form itself. It takes about two minutes, and it covers the next seven years rather than being an annual ask.

You will list yourself, your spouse if applicable, and any entities that file their own tax returns. Then you sign once, and you are done.

Thank you for permitting us to be of service. We value our relationship with you and hope you view us as your most trusted advisor. We will work to continue earning that trust.

WCG CPAs & Advisors
2393 Flying Horse Club Drive, Colorado Springs, CO 80921

WCG India Gloval Services Private Limited
United Business Park, Unit 601/602, Plot A-40, Wagle Industrial Estate, Thane – 400604, Maharashtra

Colorado Springs CO - Mitchell SD - Laramie WY - Ahmedabad, India

719-387-9800 office

 

Consent to Foreign Disclosure
of Tax Return Information

The italicized language below is specifically required by the Internal Revenue Service.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than those related to the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form. Because our ability to disclose your tax return information to another tax return preparer affects the tax return preparation service(s) that we provide to you and its (their) cost, we may decline to provide you with tax return preparation services or change the terms (including the cost) of the tax return preparation services that we provide to you if you do not sign this form. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

This consent to disclose may result in your tax return information being disclosed to a tax return preparer located outside the United States, including your personally identifiable information such as your Social Security Number ("SSN"). Both the tax return preparer in the United States that will disclose your SSN and the tax return preparer located outside the United States that will receive your SSN maintain an adequate data protection safeguard (as required by the regulations under 26 U.S.C. section 7216) to protect privacy and prevent unauthorized access of tax return information. If you consent to the disclosure of your tax return information, Federal agencies may not be able to enforce United States laws that protect the privacy of your tax return information against a tax return preparer located outside of the United States to whom the information is disclosed.

Recipient

WCG India Global Services Private Limited, Ahmedabad, Gujarat, India, and its employees.

Taxpayers Covered By This Consent

Please list yourself, your spouse if applicable, and every entity that files its own tax return, such as an S Corporation, partnership, C Corporation, or trust. You do not need to list single member LLCs that file no separate tax return, because that activity is reported on your individual tax return and is already covered. By signing below, you represent that you are authorized to give this consent on behalf of each entity listed.

 

Personal Returns (Form 1040)

 

Business Returns

Scope of Authorization

I authorize WCG CPAs & Advisors to disclose all tax return information, including SSNs, furnished to WCG at any time during the term of this consent, and all tax return information WCG generates or derives, in connection with any engagement between WCG and the taxpayers listed above, including tax return preparation, tax planning and advisory services, accounting and bookkeeping services, payroll services, and business entity formation services. The purpose of the disclosure is to permit the recipient named above to perform services that assist in the preparation of, and to provide auxiliary services in connection with the preparation of, federal, state, and local income tax returns for all tax years falling within the term of this consent.

Because this consent authorizes disclosure of a copy of your entire tax return or all information contained within your tax return, federal regulations require us to inform you that you have the ability to request a more limited disclosure of tax return information as you may direct.

Duration

I specify that this consent is valid for seven (7) years from the date of my signature below, unless I notify WCG CPAs & Advisors in writing to no longer disclose tax return information.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.