New Partner Intake Form
Which industries are you looking to partner in?
Tax
Credit
Business Formation
All of the above
Legal Business Name & DBA (If applicable)
Business EIN (SSN-if you operate as a sole proprietor)
Full Name
PTIN #/EFIN #
Phone #, Email Address
What is your professional status?
Unenrolled Tax Preparer
Enrolled Agent
Registered Tax Preparer
Attorney
Credit Counselor (included Credit Repair)
Business Consultant
Has your EFIN or PTIN ever been suspended or revoked?
Are you current on all your personal and/or business filings?
Upload IRS EFIN Summary Page
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Upload Government Issued ID or Driver’s License
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Upload PTIN Renewal Confirmation
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Upload Professional License or Cerifications (if applicable)
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Submit
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