JOIN THE TEAM TAX PROFESSIONAL APPLICATION

JOIN THE TEAM TAX PROFESSIONAL APPLICATION
INTRO / PURPOSE
Thank you for your interest in joining Helping Individuals Maximize.
We partner with tax professionals who value integrity, accuracy, and ethical tax preparation.

Please complete the application below. Submission does not guarantee acceptance
BASIC INFORMATION
1. Full Legal Name*
2. Email Address*
example@example.com
3. Phone Number*
Please enter a valid phone number.
4. City & State of Residence*
TAX PROFESSIONAL STATUS
5. Do you currently hold an active PTIN?*

YesNo (I understand a PTIN is required before preparing returns)
6. PTIN Number (if applicable)
7. Years of Tax Preparation Experience*
8. Have you prepared tax returns for compensation before?*
BUSINESS STRUCTURE
9. How do you currently operate?*

Independent preparerPart of another tax firmSeasonal preparerNew to the industry
10. Do you currently operate under your own business entity?*
11. If yes, business name (optional)
COMPLIANCE & ETHICS
12. Are you willing to follow IRS due diligence requirements (Form 8867, documentation standards, record retention)?*
13. Have you ever been penalized, sanctioned, or investigated by the IRS related to tax preparation?*
13a. Please explain briefly
14. Do you agree to prepare returns accurately and ethically, without using shortcuts or inflated claims?*
VALUES ALIGNMENT
15. Why are you interested in joining Helping Individuals Maximize?*
16. Which value matters most to you in tax preparation?*

AccuracyComplianceClient EducationLong-Term Financial Health
17. How do you handle a situation where a client asks for something you know is not compliant?*
AVAILABILITY & COMMITMENT
18. Are you available to complete onboarding and required training?*
19. How many returns do you anticipate preparing this season?*
20. Are you comfortable working within a structured team environment with defined standards and oversight?*
ACKNOWLEDGMENTS
21. Please check all:*

I understand this is not an offer of employmentI understand acceptance is not guaranteedI agree to comply with all IRS rules and firm policiesI certify that all information provided is accurate
FINAL SUBMISSION
22. Electronic Signature (Full Name)*

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23. Date*

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Date
DISCLAIMER:

Submission of an application does not guarantee acceptance. All applicants are subject to review, verification, and onboarding requirements.
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JOIN THE TEAM TAX PROFESSIONAL APPLICATION

INTRO / PURPOSE

BASIC INFORMATION

TAX PROFESSIONAL STATUS

BUSINESS STRUCTURE

COMPLIANCE & ETHICS

VALUES ALIGNMENT

AVAILABILITY & COMMITMENT

ACKNOWLEDGMENTS

FINAL SUBMISSION