Preparer Onboarding Form

Preparer Onboarding Form

Please fill out your details to get started with the onboarding process.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Social
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Upload Driver's License or State ID

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Have you already been issued a PTIN?
Professional Credentials (e.g., EA, CPA, Attorney, PTIN)
Years of Experience in Tax Preparation
Areas of Tax Expertise

Other
Certifications, Licenses, or Registrations
Briefly describe your experience and approach to tax preparation.
Availability (Days/Times)
Name of Financial Institution
Routing Number
Account Number
Upload Direct Deposit Form (If available)

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Should be Empty: