Become a Certified Tax Professional & Unlock Unlimited Income Potential
Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Tax Preparer PTIN Number:
*
Do You Have An EFIN:
*
YES
NO
Provide EFIN Number: (Optional)
Do You Have Experience With Tax Wise Or OLT Tax Software:
*
YES
NO
Training Needed
Tax Prep Partnership Onboarding Training, $997
70% Revenue With Efin Bank Products, Unlimited E-files, In Person Training, Video Training, Mobile App, Employee Agreements, Proven 10x Referral Strategy, Add On Protection Plus Tax Return Training Videos
2025 Tax Planner, $497
60/40 Revenue Split, In Person Training, Video Training, Referral Strategy, Tech Support
Date:
*
-
Month
-
Day
Year
Date
TAX CV STRATEGIST Signature:
*
Submit
Should be Empty: