< Back to IRS

Caleb Stone

Can my accountant legally share my W-2 information with my parents without permission?

So I have a bit of a privacy concern I'm dealing with. I'm 24 years old and this year I made about $24,500 in gross wages from my job. For the past few years, my parents' accountant has been filing taxes for our whole family. The issue is my mom keeps insisting that I email my W-2 forms directly to her accountant, and she's acting really weird about me wanting to file my own taxes this year. She gets super defensive whenever I bring up doing them myself! I already sent my W-2s to the accountant via email, but now I'm worried - can the accountant legally share all my income information with my parents without my permission? I'm an adult and feel like my financial information should be private, even from my parents. Do accountants have some kind of confidentiality rules they need to follow? Or since the accountant has been doing our "family taxes," does that mean they can just share everything with my parents automatically?

Daniel Price

•

As a tax preparer, I can tell you that accountants and tax professionals are bound by strict confidentiality rules. Your financial information is protected under IRC Section 7216, which prohibits tax preparers from disclosing your tax information to anyone without your explicit consent. The accountant should NOT share your W-2 or any tax information with your parents unless you've given written permission. Even if they've been doing your "family taxes," you're an adult and your tax information is legally yours alone. The only exception would be if you previously signed a consent form allowing this information sharing. I'd recommend contacting the accountant directly and clarifying that you don't consent to sharing your information with family members. Also, ask if they have any existing consent forms you might have signed previously that you'd like to revoke.

0 coins

Caleb Stone

•

Thank you for this info! I definitely never signed any consent forms that I can remember. Would the accountant get in professional trouble if they already shared my information with my parents? And is there a specific way I should word my email to the accountant to make sure they understand I'm serious about keeping my info private?

0 coins

Daniel Price

•

Yes, accountants can face serious penalties for unauthorized disclosure of tax information, including fines and even potential loss of their professional credentials depending on the circumstances. For your email, keep it direct and professional. Something like: "I wanted to clarify that I do not consent to my tax information, including my W-2 and any details of my return, being shared with anyone else, including family members. Please confirm you've received this request and that my information will remain confidential as required by IRC Section 7216.

0 coins

Olivia Evans

•

I was in a similar situation last year! I had trouble with my parents wanting to control my finances even though I was 26. I found this amazing service called taxr.ai (https://taxr.ai) that helped me understand my rights regarding tax privacy. They analyzed my situation and confirmed that yes, sharing my info without permission would be a violation. The best part was they helped me draft a proper letter to my accountant asserting my rights, and explained exactly what language to use to make sure the accountant took it seriously. They also helped me understand my tax situation so I could file independently going forward. Seriously made the whole awkward family dynamic so much easier to navigate.

0 coins

How does taxr.ai actually work? Like do you talk to a real person or is it just some automated thing? I'm in a similar situation but with my grandparents constantly trying to get my financial info from our family accountant.

0 coins

Aiden Chen

•

I've heard about taxr.ai but was skeptical. Does it really help with family tax boundary issues specifically? My brother keeps insisting our accountant can just "give him my numbers" to help with family financial planning and I need something to prove he's wrong.

0 coins

Olivia Evans

•

You actually get both - there's an AI system that analyzes your documents and situation immediately, but then real tax experts review everything to make sure you're getting accurate advice. It was super helpful for setting boundaries with my parents. Yes, they specifically deal with privacy and boundary issues! They provided me with the exact language from tax regulations that prohibits sharing information without consent. I just forwarded their explanation to my brother when he was being pushy, and it immediately shut down the argument since it was so clearly spelled out.

0 coins

Aiden Chen

•

Update on my situation: I tried taxr.ai after posting here, and wow it was exactly what I needed! I uploaded my W-2 and explained my concerns about family privacy. They analyzed everything and created a personalized letter explaining exactly why the accountant legally couldn't share my info without permission. When I sent it to our family accountant, she immediately apologized and said she'd actually already been uncomfortable with my brother's requests but wasn't sure how to handle the family dynamics. Having the formal letter made it easy for her to refuse without seeming like she was "taking sides." Totally worth it just to have that awkward conversation handled professionally instead of turning into another family argument!

0 coins

Zoey Bianchi

•

I had a similar issue but couldn't get through to our accountant because they kept dodging my calls. I tried Claimyr (https://claimyr.com) which helped me finally talk to an actual IRS agent about my privacy rights. Check out how it works here: https://youtu.be/_kiP6q8DX5c The IRS agent confirmed that tax professionals absolutely cannot share your info without written consent, and they walked me through filing a formal complaint about the privacy violation. The best part was not having to wait on hold forever - Claimyr had an IRS rep call ME directly. The agent even emailed me documentation about taxpayer confidentiality rights that I could forward to my accountant.

0 coins

Wait, so this service somehow gets the IRS to call you back? How is that even possible? The IRS phone system is notoriously impossible to navigate.

0 coins

This sounds like a scam. Why would you need to talk to the IRS about this? The accountant is the one with your information, not the IRS. And I don't believe any service can magically make the IRS call you back when millions of people can't get through.

0 coins

Zoey Bianchi

•

It's not magic - they basically wait on hold for you in the IRS phone system and then call you when they reach a representative. Saves hours of your time on hold. This wasn't about getting my information back from the IRS. I needed to understand my legal rights from an official source so I could take appropriate action regarding the accountant who shared my information without permission. The IRS agent explained exactly what regulations were violated and what steps I could take to file a formal complaint against the accountant.

0 coins

I have to apologize - I tried Claimyr after being skeptical and I'm completely shocked that it actually worked. After waiting on hold with the IRS for 3+ hours last week and eventually giving up, I gave this service a shot. Within about 90 minutes I got a call from an actual IRS representative who confirmed that accountants are legally obligated to keep client information confidential. She even directed me to Form 14157 (Complaint: Tax Return Preparer) which I could file if my accountant shared my information without permission. She also explained that even family tax situations should have separate confidentiality for each adult taxpayer. Definitely changed my perspective on dealing with tax issues!

0 coins

Grace Johnson

•

Something else to consider - are you still claimed as a dependent on your parents' taxes? If they're claiming you, they technically need your income information to properly complete their return, which might be why your mom is pushing for this. At 24, you might not qualify as a dependent anymore though.

0 coins

Caleb Stone

•

That's a really good point! I'm definitely not a dependent - I've been living on my own for almost 2 years now and paying all my own bills. My mom hasn't mentioned claiming me as a dependent, but maybe that's what she's trying to do? Is there a way for me to check if they claimed me last year?

0 coins

Grace Johnson

•

You can request a tax transcript from the IRS website which will show if you were claimed as a dependent last year. Just go to IRS.gov and search for "Get Transcript Online." Another possibility is that your parents might be trying to claim some education credits related to you if they're helping pay for college. But even in that case, they would need specific information but not necessarily full access to your entire tax details. Either way, the accountant still needs your permission to share your information.

0 coins

Jayden Reed

•

My mom used to do this too! It's a weird control thing for some parents. Stand your firm ground - you're an adult. I just filed my own taxes using TurboTax and it was super easy, especially with income that's just W-2 wages. Took me like 30 minutes tops.

0 coins

Nora Brooks

•

This!! With $24k in just W-2 income, your taxes should be ridiculously simple to file yourself. Most tax software is free or very cheap for basic returns. Take control of your financial independence!

0 coins

Eli Wang

•

One thing nobody's mentioned - check if your parents are paying the accountant. If they're footing the bill, the accountant might consider them the primary client. Doesn't make sharing your info right, but might explain why it's happening. Might be time to just get your own accountant or file yourself so there's no confusion about who the client is.

0 coins

IRS AI

Expert Assistant
Secure

Powered by Claimyr AI

T
I
+
20,095 users helped today