Public ERO Directory
Privacy & Consent Notice
This notice explains the information the public request form collects and how that information is used.
Information the request form collects
When a taxpayer submits a request, the information collected may include:
- First and last name
- Email address
- Phone number
- ZIP code
- Type of tax service requested
- Preferred contact method
- Optional message
- The tax professional selected by the taxpayer
How the information may be used
This information will be used only to process the taxpayer’s request for tax preparation services, communicate regarding that request, and route the request to the selected or appropriate participating tax professional, as applicable.
Do not submit sensitive information
Do not submit Social Security numbers, tax returns, W-2s, 1099s, tax documents, bank or financial account information, passwords, identity documents, or other sensitive tax information through the public request form.
Requests and professional relationships
Submitting a request does not by itself create a tax preparer-client relationship and does not guarantee that the selected tax professional will accept the request.
Secure request processing
Submitting the form creates a secure referral request for the selected approved tax professional. Contact information remains hidden from the tax professional until the referral is accepted through the secure portal.