KDP Tax Services PTIN Intake Form

KINDLY FILL OUT THE FORM.......
Full Name*
Phone Number

Area CodePhone Number
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
PTIN Tier Selection:
Please select the partner tier that best suits your needs. Details are listed below:

Tax Pro Newbies($0)
- Tax Academy
- Tax Boss Portal
- Software Training
- IRS Registration
- Tech Support
- 50/50 Revenue Split
- Tax Law Updates
- Mentorship Included
- Private FaceBook Group
- End of Season Bonus Incentive
- Low back end fees - less than $125
Please select the partner tier that best suits your needs. Details are listed below:

Tax Pro Newbies($99)
- Tax Academy
- Tax Boss Portal
- Software Training
- IRS Registration
- Tech Support
- 60/40 Revenue Split
- Tax Law Updates
- Mentorship Included
- Private FaceBook Group
- End of Season Bonus Incentive
- Low back end fees - less than $125
Expert Tax Pros ($599)
- Software Training
- Tax Boss Portal
- IRS Registration
- Tech Support
- Offer Tax Loans
- 80/20 Revenue Split
- Bank Products
- End of Season Bonus Incentive
- Low back end fees - less than $125
- Proof of 50 or more clients required
Expert Tax Pros ($599)
- Software Training
- Tax Boss Portal
- IRS Registration
- Tech Support
- Offer Tax Loans
- 80/20 Revenue Split
- Bank Products
- End of Season Bonus Incentive
- Low back end fees - less than $125
- Proof of 50 or more clients required
Select Your Tier:*

Tax Pro ($0)Tax Pro ($99)Tier 1 ($299)Tier 2 ($599)
Software Choice

TaxSlayer ProOLTPro
Additional Information:
Do you currently have an IRS PTIN (Preparer Tax Identification Number)?*

YesNo
How many tax professionals work under your office?*
Are you interested in offering tax loans to clients?*

YesNo
Proof of Prior Client Filings & PTIN Number:

Please upload proof of the number of clients you serviced in the prior tax year if applicable. This may include IRS PTIN portal summaries, client reports, or other verification that demonstrates your experience and client base. Upload a copy of your PTIN letter & State ID.
Upload Proof of Prior Clients & PTIN Letter:

Browse Files
Upload Proof of Prior Clients: Cancelof
Signature

Powered by Jotform SignClear
sign here....
Date

MonthDayYear
Date

Invoice

Tax Pro Newbies$ Free

Perfect for tax professionals who are just getting starting. Gain access to our tax software and the support you need to grow your tax preparation business.

Tax Pro Newbies 2$99.00

Perfect for tax professionals who are just starting out or with fewer than 50 clients. Gain access to our tax software and the support you need to grow your tax preparation business.

Established Tax Pros$299.00

Designed for tax pros with an established client base. Requires proof of at least 50 clients. Enjoy advanced tools and resources to streamline your business and enhance client services.

Expert Tax Pro$599.00

Ideal for tax professionals with a larger client base of 50 or more. Get premium access to our software, plus additional support and features to optimize your operations.

Enter coupon

Total $0.00

Should be Empty:

KINDLY FILL OUT THE FORM.......

PTIN Tier Selection: