Tax Preparer Registration Form
Please complete this form in its entirety; failure to complete the entire form will result in a delayed start of your training. Please note we will not add on additional training dates for failure to complete this form and refunds will not be issued due to non-compliance. You will be asked to upload a picture of the front and back of your Driver's License/State ID; please have those images ready on your device prior to starting the form.
Today's Date
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Month
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Year
Date
Are you a previous tax client of Page's Angel Taxes (input Yes or No) if so, what is the First and Last Name of your preparer?
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Full Name
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First Name
Middle Name
Last Name
Suffix
Date of Birth
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Please select a month
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Full SSN
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Current Address (your kit, 1099 and any mailed correspondence from Page's Angel Taxes will be mailed to this address)
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
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example@example.com
Cell Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone Carrier
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Are we able to send texts to your cellphone?
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Yes
No
What social media accounts do you currently have? (check all that apply)
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Facebook
Instagram
TikTok
Twitter
Snapchat
LinkedIn
Do you have a Linktree?
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Yes
No
Are you bilingual?
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Yes
No
Training
Training will be a combination of both virtual and in-person sessions for DFW Metroplex Tax Preparers; tax preparers located in any states/areas outside of DFW will be 100% virtual. The training/start up kit cost $250; payment is due in full by October 12th; failure to pay in full by the specified date will result in your inability to start training. Please note any deposits paid will be forfeited and non-refundable; Page's Angel Enterprise LLC will not accept any late payments!
DFW resident preparers are you available to attend 2 Thursday evening zooms in October? (select N/A if you are not a DFW resident preparer)
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Yes
No
DFW resident preparers are you available to attend a Saturday in-person training session the 2nd weekend of October and November and a Saturday and Sunday in-person session the 1st weekend of November? (select N/A if you are not a DFW resident preparer)
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Yes
No
Non DFW resident preparers will you be available to attend all scheduled virtual trainings in October and November? (select N/A if you are a DFW resident preparer)
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Yes
No
Do you have tax preparation experience? (input Yes or No; if answered yes put how many years of experience you have)
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Do you have experience working with a professional tax software? (input Yes or No; turbo tax, taxact, h&r block online and various platforms as such do not count)
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Cover Letter (Tell us why you want to become a tax preparer and what challenges you think you might face; ex: getting clientele, speaking with taxpayers, remembering tax laws, etc.)
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T-shirt Size (unisex fit)
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Please Select
XS
S
M
L
XL
XXL
XXXL
XXXXL
XXXXXL
Upload the Front of your Driver's License or State ID
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload the Back of your Driver's License or State ID
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Payout Information for Tax Preparers
All tax preparers who receive direct deposit will receive a 1099 at the end of the year to file on their taxes. Tax Preparers who prefer an alternative method should select cashapp or zelle as their payout method. Tax Preparers who would like their income reported under their EIN instead of SSN please have your EIN readily available the 1st day of training, if you need assistance or further information on applying for an EIN, please let us know in training. Cash payments and checks are not a payout option currently offered by Page's Angel Enterprise LLC.
Full Name on Account (put N/A if using cashapp or zelle as payout method)
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Account Type (put N/A if using cashapp or zelle as payout method)
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Checking
Savings
N/A
Bank Name (use the exact bank name listed on your direct deposit information for the account/card) (put N/A if using cashapp or zelle as payout method)
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Routing Number (put N/A if using cashapp or zelle as payout method)
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Account Number (put N/A if using cashapp or zelle as payout method)
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Do you need an alternative method of payment such as cashapp, zelle? (if so input your cashtag or zelle information)
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Is your alternative method of payment cashapp or zelle? (select N/A if you are doing direct deposit)
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Cashapp
Zelle
N/A
Input your EIN if you are using it for your w9 & 1099? (put N/A if you are using your social)
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Company Set Up Information for Tax Preparers
All Independent Contractor Tax Preparers will receive a business email (Gmail), business phone number (google voice number) and access to the online appointment booking portal.
Full Name that you would like on all digital content & marketing materials?
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Do you already have a google voice phone number that you use for another business; do you already have a second phone that you use for business (select yes or no). If so, do you want to use either of them for taxes?
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Yes, google voice & second phone
Yes, google voice but no second phone
Yes, second phone but no google voice
No google voice or second phone
What is that goggle voice number or second phone number (put N/A if you answered no to the question above)
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Signature
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Submit
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