Guides for firms and business owners
Plain-language answers on tax-return consent rules, bookkeeping costs and choosing a bookkeeper. Each guide cites its primary sources.
What a Section 7216 consent form must say for a Form 1040 client
The IRS fixes the wording of a consent to disclose Form 1040 return information. Here are the mandatory statements, the format rules and the signature methods.
October 12, 2026Do you need your clients' consent to send tax returns to an offshore preparer?
Yes. IRS rules require a signed consent before a US firm discloses client return information to a preparer outside the United States. Here is how it works.
October 12, 2026Bookkeeper vs accountant vs CPA: what each one does and when you need them
A bookkeeper records, an accountant analyzes, and a CPA holds a state license with IRS representation rights. See how the three differ and which one you need.
October 12, 2026