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ProTaxAdvisors

Version: v1 · Last updated: March 27, 2026

IRS Transcript Retrieval Consent

Operated by GD Management & Services LLC. Questions? Email legal@protaxadvisorsfl.com.

IRS Transcript Retrieval Consent

Last updated: 2026-03-27
Version: 1.0

This consent applies when you ask ProTaxAdvisorsFL / Protaxbolt to retrieve, process, or use IRS transcript data on your behalf.

1. What You Authorize

By accepting this consent, you authorize us to request, receive, process, and store transcript data needed for the services you select, such as:

  • Wage and Income transcripts
  • Account transcripts
  • Record of Account transcripts

2. Purpose of Retrieval

We use transcript data to support services you request, including filing preparation, accuracy checks, reconciliation, payment planning, monitoring, notice response, and related tax-administration workflows.

3. Preconditions

  • Transcript retrieval is subject to applicable IRS rules, identity verification, and any required authorization records.
  • Accepting this consent does not by itself create legal representation, power of attorney, or authority to act beyond the scope you separately approve.
  • We may decline or delay retrieval if required information, identity verification, or authorization is incomplete.

4. How Data Will Be Used

  • Transcript data may be normalized, compared to your filing records, and used to generate tax-workflow insights.
  • Authorized staff or professionals may review transcript data only as needed to deliver the requested service.
  • Retrieval events and related actions may be logged for audit, security, and compliance purposes.

5. Duration and Withdrawal

  • This consent remains effective until you withdraw it, the related service ends, or we determine we can no longer act under it.
  • Withdrawal applies to future retrieval activity and does not require us to delete audit, compliance, or already-generated service records that we must retain.

6. Your Acknowledgement

You confirm that you are authorized to grant this consent and that the information you provide for transcript retrieval is accurate to the best of your knowledge.

7. Contact

Questions about transcript retrieval or consent status can be sent to support@protaxadvisorsfl.com.