TAX PROFESSIONAL PRE-SCREEN APPLICATION
Full Legal Name:
*
Email Address:
*
example@example.com
Mobile Phone Number:
*
-
Area Code
Phone Number
City & State:
*
Active PTIN?
*
Yes
No
Applied, pending
PTIN Number:
*
Tax seasons prepared:
*
0
1
2-3
4-6
7+
Return types comfortable with (check all that apply):
*
W-2
Schedule C
LLC/Small Business
Schedule E
EITC/CTC/ACTC
Amended
New/Training
Software used (check all that apply):
*
Drake
ProSeries
Lacerte
TaxSlayer Pro
ATX
Other
None
Willing to use required software/workflow?
*
Yes
Yes, with training
No
Willing to follow IRS compliance?
*
Yes
Yes, with training
No
Back
Next
Ever penalized/suspended/barred by IRS?
*
No
Yes
If Yes, explain:
Returns per week capacity:
*
<5
5-10
10-20
20+
Available Jan-Apr?
*
Yes
Limited
No
Acknowledgements (check all):
*
Independent contractor opportunity
Will follow policies/procedures
Will protect client confidentiality
Compliance-first firm
Electronic Signature (Full name):
*
Date:
*
-
Month
-
Day
Year
Date
Submit
Should be Empty: