Richman Elite Financial & Realty Services — PTIN Preparer Partnership Agreement Form

Richman Elite Financial & Realty Services — PTIN Preparer Partnership Agreement Form

At Richman Elite Financial & Realty Services, we empower driven individuals to build wealth and make an impact through financial education and opportunity. Ready to take control of your future? Join our network and get the tools, training, and support to launch or grow your tax business with confidence. Thank you for choosing Richman Elite Financial & Realty Services — your trusted source for tax software, business training, and mentorship. Together, we’re not just filing returns — we’re building legacies. 💼✨
Full Name*

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Date of Birth (DOB)*
Email Address*
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Phone Number*
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Mailing or Business Mailing Address*

Street Address

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City*
State / Province*
Postal / Zip Code*
PTIN Number*
Business Name (if applicable)
Bank Name
Account Number
Role Selection*
Upload Your PDF PTIN Letter*

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Upload Your W-9, DL, SSC, DDF*

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By completing and submitting this form, you acknowledge and agree to the following:You are joining Richman Elite Financial & Realty Services (REFRS) as an independent contractor, not as an employee.You will comply with all IRS requirements, including maintaining an active PTIN and completing annual continuing education as required. All client information obtained during your partnership with REFRS must remain confidential and handled according to IRS Circular 230 standards. Compensation for preparers and referral partners will be outlined in writing and agreed upon before services are rendered. REFRS reserves the right to terminate this partnership at any time for noncompliance, unethical conduct, or violation of company policy.You understand that REFRS provides training, mentorship, and professional software access to help you succeed in your tax business. By signing below, you confirm that you have read, understood, and agree to the above terms.
I have read and agree to the terms and conditions of this partnership agreement.
By submitting this form and completing your payment, you acknowledge and agree to the following:The $199 setup fee is a one-time, non-refundable payment that covers your onboarding, software setup, and initial business training materials.Access to training and software is granted after payment confirmation.This payment does not guarantee income or client volume — success depends on your effort, consistency, and compliance with IRS and company guidelines.If you choose to cancel or discontinue participation, you understand that no refunds or partial credits will be issued.
I have read and agree to the terms and conditions of this partnership agreement.
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Setup Fee for PTIN Preparer Partnership
One-time $199 setup fee including onboarding, software access, and training.

$199.00 Quantity

Total

$0.00
I understand and agree that the $199 setup fee is non-refundable and required to begin my onboarding.
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🎉 Thank you for partnering with Richman Elite Financial & Realty Services! Your submission has been received. Our team will review your information and contact you with your next steps. Together, we’re building businesses, empowering families, and creating financial legacies — one return at a time. 💼
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