7216 Information
On January 1, 2009, new IRS Regulations under Internal Revenue Code Section 7216 became effective. These new guidelines were issued with the intent of protecting the personal information you provide for the preparation of your federal tax returns, including your name and contact information.
At Howard, Wershbale & Co., we pride ourselves on providing our clients with timely, valuable information that we believe may be of interest or benefit to you. In order to comply with these IRS regulations, we need permission to continue sending newsletters, firm information, invitations to events and other financial information to our tax clients.
As always, client confidentiality is of the upmost importance and we will continue to treat client information as privately as we have in the past.
HOWARD, WERSHBALE & CO. will never sell or disclose your information to any third-party for their own purposes; including selling contact information or letting others use the information for their own mailings. The information you provide will be used solely for the use of direct communication with you.
Individual tax clients, please complete the form if you have not already, and return to Howard, Wershbale & Co. via fax, e-mail, or standard mail. If you have any questions about these new regulations or the consent form, please do not hesitate to call us directly.
If you are not receiving newsletters and would like to, please fill out the contact information below or e-mail contactus@hwco.com.