Preparer Application

Become a tax preparer

Please fill out the information below.
Full Name

First NameMiddle NameLast Name
Current Address

Street Address

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Phone Number

Area CodePhone Number
Email Address
Birth Date

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Social security number
PTIN Number
If no PTIN yet type N/A.
Please upload your Photo Id & Due Diligence completion certificate.

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Preparer Interest
Applying for Position
How many years of tax preparation experience do you have?
How many tax clients do you currently have?
You should hire me for your team because:
Are you eligible to work in the U.S.?
Do You Have an Active Checking Account (For Payroll Direct Deposits)?

Consent to background check
By signing this application I give Assure Financial Solutions LLC authorization to obtain a comprehnsive background check. This background check may include, but is not limited to the following:

Verifcation of personal and professional references.

Employment history and records.

Educational background.

Criminal and Civil records.

Any other records deemed necessary by Assure Financial Solutions LLC for the purpose of evaluating my suitability for employment.

I understand that the information obtained through this background check will be used solely for employment purposes and will be kept confidential.

I hearby release Assure Financial Solutions LLC, its employees, agents and any organizations or individuals providing information from all liabilities or claims that may arise from the release, use, or interpretation of the information obtained through this background check.

Please sign below.
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My Products

Tax Class & Training. Learn the fundamentals of tax law, common tax forms, professional tax preparation, customer service expectations, and the skills needed to confidently prepare individual tax returns. Includes virtual training.

Tax Class & Training$150.00

Learn the fundamentals of tax law, common tax forms, professional tax preparation, customer service expectations, and the skills needed to confidently prepare individual tax returns. Includes virtual training.

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Become a tax preparer

Preparer Interest

Consent to background check

My Products

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