Legacy Tax & Credit Solutions – Tax Preparer Application

Legacy Tax & Credit Solutions – Tax Preparer Application

Thank you for your interest in joining Legacy Tax & Credit Solutions.We are currently hiring both experienced and entry-level tax preparers. Please complete this application thoroughly.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
City, State
I am 18 years or older?
Do you have access to a computer/laptop?
Do you have reliable internet?
What best describes your experience?
Are you interested in:
What interests you about becoming a tax preparer? (experienced prepares please explain why you are looking to switch companies)
How comfortable are you working with clients?
Have you ever prepared tax returns before?
If yes, what types of returns have you prepared?
Do you currently have any of the following?
How comfortable are you with math and numbers?

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5

1 is Not comfortable, 5 is Very comfortable
Please explain your experience or comfort level with math and numbers.
How comfortable are you using social media platforms?

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5

1 is Not comfortable, 5 is Very comfortable
Describe any experience you have with social media for business or personal use.
How comfortable are you with making videos (for social media, training, or marketing)?

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1 is Not comfortable, 5 is Very comfortable
Describe your experience with video making or content creation.
How comfortable are you with talking to or approaching new people?

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1 is Not comfortable, 5 is Very comfortable
Share an example of when you successfully approached or communicated with someone you didn't know.
PLEASE READ THIS SECTION CAREFULLY BEFORE CONTINUING

To legally prepare federal tax returns for compensation, all tax preparers are required to obtain a valid Preparer Tax Identification Number (PTIN) through the Internal Revenue Service (IRS).

By applying with Legacy Tax & Credit Solutions, you acknowledge and agree to the following:

✔ You understand that a PTIN is required to prepare tax returns for pay
✔ You either currently have a valid PTIN or are willing to obtain one before preparing returns
✔ You are willing to comply with all IRS regulations and due diligence requirements
✔ You understand that operating without a valid PTIN is not permitted

Failure to meet PTIN requirements will disqualify you from preparing tax returns.
Do you meet or are you willing to meet PTIN requirements?
At Legacy Tax & Credit Solutions, we prioritize education, accuracy, and compliance. All team members—whether experienced or new—are expected to participate in ongoing training to stay up to date with tax laws, credits, and preparation standards.

All training sessions are conducted virtually (online). This includes onboarding sessions, weekly training meetings, and continued education throughout tax season.

By applying, you acknowledge that training is a required part of working with Legacy and is essential to maintaining quality service for our clients.
Are you willing to complete required onboarding training?
Are you willing to participate in weekly training sessions once training begins?
How comfortable are you learning new systems and tax laws?
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