Full Legal Name
*
First Name
Last Name
REGISTRATION FORM
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email
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example@example.com
ID Or Driver's License Number:
*
Please Upload A Copy Of Your ID Or State Driver's License
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Social SN
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Are You Interested In Becoming A Tax Preparer Or A Tax Partner ?
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Tax preparer that wants to work directly with the company on a commission based salary.
Tax partner that wants to have their own tax company.
What Professional Tax Software Have You Used?
Tax Partner:
Tax Partners are EFIN holders or EROs in need of professional tax software. As a partner, you will operate under your own business name and logo, taking FULL CONTROL of your operations. This includes hiring and compensating your own preparers, managing the review of all tax returns, and overseeing every aspect of your business. As an independent company, you keep 100% of your revenue with no splits, ensuring complete financial autonomy and profitability.
Do You Have Your EFIN? (EFIN Only)
YES
NO
NEED ASSISTANCE APPLYING
Do You Plan To Hire Preparers? (EFIN Only)
YES
NO
Preparer Experience:
Do You Have Tax Preparation Experience?
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YES
NO
MY PERSONAL TAXES ONLY
What is your prep experience?
Please Select
1 year
2 year
3+ years
How many years of experience?
Do You Have Tax Clientele?
*
YES
NO
Do You Have A PTIN?
*
YES
NO
PTIN NUMBER:
IRS ISSUED
Please Upload PTIN Verification Letter (If You Do Not Have PTIN, You May Skip This Step.)
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Did Anyone Refer You? If So, Please List Them Below.
Are You Willing To Work On Commission Based Salary For Your First Year Of Joining The Team?
SPLITS: 1st year>80/20, Experienced (no split, must have proof)
What State Do You Currently Reside In?
Banking Information
Routing Number
*
Account Number
*
Comments Or Questions?
*
Signature
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