Onboarding Packet
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Please Select
PTIN (80% commission)
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business name or DBA
EIN number
Date of Birth
PTIN number
Business Type
Sole Proprietor
LLC
Partnership
Document checklist
By signing below, I acknowledge that I have received, read, and understood the contents of this onboarding document. I agree to comply with the policies, procedures, and terms of employment outlined herein. I understand that this document does not constitute a contract of employment and that my employment is at-will, unless otherwise specified in a written agreement signed by an authorized representative of the Company.
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