Partner With Us
Partnering with our bureau gives you access to unlimited EFINs, premium tax software, reduced startup cost, and ongoing business support. Whether you're just starting out out growing your practice, we're here to help you succeed.
Personal Information
Complete this short inquiry form. Our team will review your information and, if it looks like a good fit, we'll reach out to discuss next steps.
Full Name
*
First Name
Last Name
What is your Preparer Tax Identification Number (PTIN)?
*
You are legally required to have a Preparer Tax Identification Number (PTIN) from the IRS to prepare federal tax returns for compensation.
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Years of Tax Preparation Experience?
Please Select
Less than 1 year
1-2 years
3-5 years
6-10 years
10+ years
Number of clients served annually?
Please Select
0-25 clients
26-75 clients
76-150 clients
151-300 clients
301+ clients
Number of tax returns filed each season?
Please Select
0-50 returns
51-100 returns
101-250 returns
500+ returns
What tax software have you used in the past?
*
(i.e. Right Way, Sigma, Tax Slayer, etc. Please write N/A if you have no tax software experience)
Do you currently hold an EFIN (Electronic Filing Identification Number)
*
Please Select
Yes
No
How did you hear about our Service Bureau?
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