Formal Tax Preparer Application

Formal Tax Preparer Application

Thank you for your interest in joining our team! Please fill out the following questionnaire to help us learn more about your qualifications, experience, and goals.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Professional Background
What made you interested in applying to work with us?*
How many years of experience do you have in tax preparation?(previous experience is NOT REQUIRED) ?*

NoneLess than 1 year1-3 Years3-5 YearsMore than 5 Years
Do you have a PTIN (Preparer Tax Identification Number)?*

YesNo
Are you an ERO (Electronic Return Originator) with an EFIN?*

YesNo
What tax prep software have you used before? (List and separate using commas)*
What types of tax returns have you prepared? (Check all that apply)*

Individual 1040Business (1120, 1120S, 1065)Nonprofit (990)Other (Please specify below)
Other returns prepared*
Which of the following best describes your skill level with tax laws and regulations?*

BeginnerIntermediateExpert
Do you have experience in handling audits or resolving tax issues?*

YesNo
What previous experience do you have that you feel would be a great asset to help you perform well with this type of work?*
What is the average number of clients you manage during a tax season?*

Fewer than 2020-5050-100More than 100
Do you have experience with virtual tax preparation or remote clients?*

YESNO
Can you commit to a mandatory training schedule?*

YESNO
Our team members are required to pay a signup fee that covers tax prep training class, marketing trainings & materials and ongoing coaching. Are you willing to invest $297 fee to get started? (Payment options available)*

YESNO
What are your professional goals as a tax professional?*
How do you ensure a positive client experience?*
Is there anything else you'd like us to know about you?*
Are you interested in Virtual or In-Person work?*

VirtualIn-Person
Are you interested in Full-time, Part-Time or Seasonal work?*

Full-TimePart-TimeSeasonal
Are you fluent in both English and Spanish?*

YesNo
Application Testing

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What document is typically used to verify a dependent's eligibility for tax credits?*

Social Security CardPay StubBank Statement
Which filing status usually provides the lowest tax liability for a single parent?*

SingleHead of HouseholdMarried Filing Separately
Which of the following income types is NOT taxable?*

Wages from a jobLottery winningsGifts received
Which form is used to report self-employment income and expenses?*

Schedule ASchedule CSchedule E
Which form below is used to report government unemployment compensation?*

10401099-GSchedule A
Almost Done!

Click submit & you're done! Thank you so much for applying. After reviewing your application, someone for our team here at Simply Royal Tax Services will be in contact with you within 24-48 hours with next steps.
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Formal Tax Preparer Application

Professional Background

Application Testing

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