INDEPENDENT TAX PREPARER APPPLICATION
APPLICANT INFORMATION
Name
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
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
Have you prepared taxes before?
*
Yes
No
Are you authorized to work in the U.S.A.?
*
Yes
No
Are you current with your Federal Taxes
*
Yes
No
Have you been convicted of a Felony within the past 10 years?
*
Yes
No
Have you ever been convicted of Fraud?
*
Yes
No
Have you obtained a high school diploma or a GED?
*
Yes
No
Are you proficient in basic computer skills?
*
Yes
No
Would you consider yourself a team player?
*
Yes
No
Would you consider yourself a goal-oriented person?
*
Yes
No
On a scale of 1-5 how good is your communication skills with others?
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Do you have a PTIN?
*
Yes
No
Upload Driver License or State ID Number
*
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