Tax Partnership Application
This form will help us gather the information needed to work together and get you prepared for tax season.
Company Name
Business Owner Full Name
*
Address
*
Phone
*
-
Area Code
Phone Number
Fax
E mail
*
example@example.com
Web Site
Experience
Do you already have a PTIN number from IRS
*
Yes
No
1.Do you already have experience eoth tax preparation? If so to what capacity.
*
Have you been convicted of a felony within the last 3 years?
*
Yes
No
Yes, but not adjudicated
Understanding my Role
I understand this is a 1099 Independent Contractor role, not an employee role.
*
Yes
I agree to abide by Paramount Tax Resources’ compliance and quality control procedures.
*
I agree
I understand that any fraudulent or unethical filings will result in termination from the program
*
Yes
SERVICES
I understand my revenue split will be 60% (me) / 40% (Paramount) of all tax services completed
*
Yes
I acknowledge that Paramount Tax Resources will provide all tax training, marketing resources, and onboarding training necessary for me to operate as a Tax Partner
*
Yes
I acknowledge that Paramount Tax Resources will pay for and provide all required tax software to operate under this partnership
*
Yes
I commit to completing required training before servicing clients
*
Yes, I Commit
I agree that if a client I bring is interested in these services, I will refer them to Paramount Tax Resources. In return, I will receive a fair referral bonus as outlined below: ”Bookkeeping / Accounting Onboarding Referral: $200 per client successfully onboarded. Business Consultation / CFO Services Referral: $300 per client successfully onboarded. Credit Restoration Services Referral: $100 per client successfully onboarded
Yes, I'm excited!
I understand that referral bonuses will be paid upon client onboarding and payment, not at the time of referral.
Yes
Marketing
What is your expected tax client goal size for next?
*
5-10
10-20
20-40
40+
What is your primary motivation for joining this program?
Additional Stream of Income
Expanding Services
Community Impact
Expanding Current Services
My Products
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Tax Partnership 2025
Tax Software, Marketing and Operating Training
$
249.99
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Credit Card Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Signature
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