Application for Tax Software Access
Complete this form to request access and provide your professional details.
Applicant Information
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Full Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Location (City, State)
*
Years of Tax Preparation Experience
*
Please Select
0- 1 years
2-3 years
4-5 years
5+ years
Professional Experience
Do you have a PTIN?
*
Yes
No
Do you have an EFIN?
*
Yes
No
Have you worked under another tax office before?
*
Yes
No
Tax Return Activity
Number of tax returns prepared last season
*
Please Select
0
1-25
26-50
51-100
100+
How many returns were bank products
*
Please Select
0
1-10
11-25
26-50
50+
Business Goals and Service Needs
What are your business goals for this tax season?
*
Expected number of returns this season
*
What support are you looking for from the company?
*
Software
Training
Mentorship
Marketing Support
Client Referrals
Technical Support
Other
Compliance and Bank Product Understanding
I am willing to follow IRS due diligence requirements
*
Yes
I understand that fraudulent returns are not allowed
*
Yes
I understand that fees apply for bank products
*
Yes
Application Statement
Why do you want to join One on One Tax Services?
*
What makes you a good fit for a compliance-driven tax office?
*
Document Uploads
Government ID Document
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
PTIN Document
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
EFIN Document
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Final Agreements
I understand that submitting this application does not guarantee approval
*
I understand
I understand that access may be revoked for non-compliance
*
I understand
Submit Application
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