CONSENT TO REQUEST IRS TAX TRANSCRIPTS

I hereby authorize Pinnacle Financial Services and its authorized representatives to request, obtain, and review my tax account information and IRS tax transcripts on my behalf from the Internal Revenue Service (IRS).

This authorization includes, but is not limited to, access to the following transcript types:

• Tax Return Transcript

• Tax Account Transcript

• Wage & Income Transcript

• Verification of Non-Filing Letter

• Any other IRS transcript necessary for tax preparation, filing, amendment, or resolution services

I understand that this information will be used solely for legitimate tax-related purposes, including preparation of my federal and/or state tax returns, compliance review, tax planning, and tax resolution services.

I acknowledge that I may revoke this authorization at any time in writing, except to the extent that action has already been taken in reliance upon it.

This consent remains valid for one (1) year from the date signed unless otherwise revoked.

Electronic Consent & Authorization

We are in the process of providing tax-related services on your behalf. Because we are working virtually and completing services electronically, we require your permission to use electronic methods, including electronic signatures, to process and submit necessary documents.

By signing below, you authorize us to:

• Use electronic signatures on required tax and IRS forms

• Request and obtain your IRS tax transcripts electronically

• Transmit and receive tax-related documents through secure electronic systems

Once we receive your authorization, we will proceed with completing your tax-related services and provide you copies of all signed and completed documents for your records.

Please let us know if you have any questions or concerns.

Thank you so much.

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