Welcome
Becoming a tax professional offers a fulfilling career path filled with opportunities to make a meaningful impact on individuals and businesses alike. By becoming a tax professional, you'll gain expertise in navigating the intricacies of the tax code, allowing you to provide invaluable assistance to clients in optimizing their financial affairs. Whether it's helping individuals minimize their tax liabilities, guiding businesses through complex tax regulations, or representing clients in dealings with tax authorities, the role of a tax professional is both challenging and rewarding. Furthermore, signing up as a tax professional offers numerous benefits, including access to a vast array of resources, professional development opportunities, and the potential for a lucrative income. By joining a reputable firm or starting your own practice, you'll have the chance to build a successful career in a dynamic and constantly evolving field.To explore the exciting possibilities that await you as a tax professional and to learn more about the services I offer, please see the contract below:
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If you plan on downloading and printing. Please make sure to fill out the information below.
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Page 4: Agree to Contract
Agreement to Contract
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I agree
No, i do not agree
Please select
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70/30 NEW PTIN Holder
80/20 PTIN Holder have completed 25 returns
No Split Service Bureau
Typing your name below is an electronic signature
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First Name
Last Name
Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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Page 4: Contact Information
Cell phone
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Please enter a valid phone number.
Format: (000) 000-0000.
Email
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example@example.com
Emergency Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Mailing Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Page 5: Direct Deposit
All Tax Professional will receive Direct Deposit. If you have any bank changes, please submit changes to via email to elizabeth@fixerfinancialservices.com. Before or On January 31, all tax professional will receive a 1099 NEC Form, via email or mailed. Please note, direct deposit takes up to 1-2 business days.
Account Type
Business Checking- Service Bureau (EFIN Holder)
Personal Checking-PTIN Holder
Name of Bank
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Direct Deposit Business Bank Routing#
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Direct Deposit Business Bank Account#
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Tax Preparer Signature
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First Name
Last Name
Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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Page 5: Upload
Upload your Current Driver License, ID or Government Issued Identification, Social Security Card or EIN, PTIN Letter( if you do not have a PTIN#, Company will walk you through the steps to obtain PTIN#)
Driver License or ID
Browse Files
Drag and drop files here
Choose a file
Cancel
of
SSN
Browse Files
Drag and drop files here
Choose a file
If you have a EIN. You can upload here as well
Cancel
of
PTIN Letter, if you have one. If you do not have one. Fixer Financial Services will walk you through the process.
Browse Files
Drag and drop files here
Choose a file
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Page 6: Enrollment Fee
Base on the contract. Tax Preparer is required to submit 25 funded tax returns from January 2025- October 2025 tax season. The enrollment fee of $99 is to be paid before December 31, 2024. Fixer Financial Services offers sponsorship to cover the enrollment fee for tax professionals who may find it challenging to begin their career, providing them with the support they need to kick-start their journey in the industry. With our assistance, aspiring tax professionals can overcome financial barriers and access the necessary training to excel in their field.
New PTIN Holder or PTIN Holder-How do you want pay the $99 enrollment? To get started, please select payment option
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Full amount paid before December 31 2024, will be responsible for paying processing fee 3.3% +.30 cents
Herndon Tax & Consulting Services Co. -Sponsorship , the $99 will be taken out of your first payout
N/A
EFIN Holder ONLY-How do you want pay the $299 enrollment? To get started, please select payment option
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Full amount paid before December 31 2024, will be responsible for paying processing fee 3.3% +.30 cents
N/A
Typing your name below is an electronic signature
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First Name
Last Name
Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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PTIN
Preparer is required to obtain and maintain a Preparer’s Tax Identification Number (PTIN) in accordance with the IRS’ rules and regulations in place during the period covered by this agreement. Company will also issue in house Preparer Number which will also be an identifier of all the tax returns associated with Preparer. We will walk you through the steps on the IRS portal to achieve this.
To obtain a PTIN ( new) cost $19.75 or more. Do you agree to pay the $19.75 by Friday December 27, 2024
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yes
no
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Name
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First Name
Last Name
Federal Business Classification
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Individual or Sole proprietor
LLC
C Corp
S Corp
Partnership
Trust
Others
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Social Security Number PTIN USER / EIN number if your are a EFIN Holder ONLY
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Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
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