Team onboarding

AVSC Tax Team Onboarding Packet
Welcome Section

Welcome to AVSC Tax Preparation.

This onboarding packet must be completed before Keystone access can be granted.
Name

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Do you have a PTIN?
PTIN NumberPTIN Expiration Date
Upload PTIN Letter

Cancelof
Upload Driver’s License

Cancelof
Upload Social Security Card

Cancelof
Hi!

Please copy and paste the link below into your browser and complete your W-9 form as soon as possible:

[PASTE YOUR W-9 JOTFORM LINK HERE]

This form is required before your onboarding process can be completed and before software access can be granted.

Once you have submitted the form, please let me know so I can update your file.

Thank you,
AVSC Tax Preparation
Bank Name
Routing NumberAccount Number
Account Type
Years of Experience
Have you prepared taxes before?
Have you used Keystone?
Have you used bank products?
Section 7: PTIN Holder Agreement
I agree to maintain an active PTIN, comply with all IRS regulations, exercise due diligence, prepare

accurate returns, and maintain all required records. I understand that violations may result in

suspension or removal from AVSC Tax Preparation.
I have read and agree to the PTIN Holder Agreement.
Printed Name
Signature
Section 8: Independent Contractor Agreement
I understand that I am a 1099 Independent Contractor and not an employee of AVSC Tax Preparation. I am responsible for my own federal, state, and local taxes, insurance, and business obligations. No employment relationship is created by participation in AVSC Tax Preparation. I understand that I am not eligible for employee benefits, workers’ compensation, unemployment benefits, or paid leave through AVSC Tax Preparation.
I have read and agree to the Independent Contractor Agreement.
Printed Name
Signature
Compliance Acknowledgment
COMPLIANCE ACKNOWLEDGMENT

I agree to comply with all IRS regulations, Circular 230 standards, taxpayer due diligence requirements, privacy requirements, anti-fraud policies, and AVSC Tax Preparation procedures. I understand that I am responsible for preparing accurate tax returns and maintaining the confidentiality of all taxpayer information. Failure to comply with IRS regulations or company policies may result in removal from AVSC Tax Preparation and revocation of software access.
I have read and agree to the Compliance Acknowledgment.

Printed Name

Signature
COMPENSATION & COMMISSION AGREEMENT

I understand that I am compensated as an Independent Contractor. Compensation is based on the commission structure established by AVSC Tax Preparation.

I understand that AVSC Tax Preparation provides training, onboarding, compliance oversight, software access, and administrative support.

I understand that compensation is only earned on completed and funded tax returns.

I understand that rejected, fraudulent, duplicate, or non-compliant returns may result in reduced compensation, chargebacks, or non-payment.

I understand that compensation is not guaranteed and may vary based on production and compliance.

I understand that I am compensated as an Independent Contractor and not as an employee of AVSC Tax Preparation.

The standard compensation structure is 70/30, with the tax preparer receiving 70% of eligible preparation fees and AVSC Tax Preparation retaining 30%.

I understand that certain fees may be deducted before commission is calculated, including but not limited to bank product fees, software fees, processing fees, chargebacks, rejected return fees, and other applicable business expenses.

I understand that AVSC Tax Preparation may offer alternative compensation arrangements to preparers who pay their own software, training, or business-related expenses. Any alternative compensation arrangement must be approved in writing.

I understand that compensation is earned only on completed and approved tax returns and may be adjusted for compliance violations, rejected returns, duplicate filings, fraud, or client disputes.
I have read and agree to the Compensation Agreement.
☐ I understand the standard compensation structure is 70/30.☐ I understand applicable fees may be deducted before commission is calculated.☐ I understand alternative compensation arrangements must be approved in writing by AVSC Tax Preparation..
Printed Name
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
CONFIDENTIALITY AGREEMENT

I understand that I may have access to confidential taxpayer information while working with AVSC Tax Preparation. I agree to keep all client information strictly confidential and will not disclose, copy, share, sell, photograph, download, or distribute taxpayer information to any unauthorized person. I agree to protect all personal, financial, and tax-related information in accordance with IRS regulations and privacy laws. I understand that any breach of confidentiality may result in immediate termination of my relationship with AVSC Tax Preparation and may subject me to legal action.
I have read and agree to the Confidentiality Agreement.
Printed Name
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
EFIN & SOFTWARE USAGE AGREEMENT

I understand that access to Keystone Tax Software and any related AVSC Tax Preparation systems is provided solely for authorized business purposes. I agree not to share usernames, passwords, client information, or software access credentials with any unauthorized person. I will only prepare tax returns that I am authorized to prepare and will comply with all IRS regulations and company policies. I understand that software access may be suspended or revoked at any time for violations of this agreement, misuse of the software, unauthorized access, or unethical conduct.
I have read and agree to the EFIN & Software Usage Agreement.
Printed Name
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

AVSC Tax Team Onboarding Packet

Section 7: PTIN Holder Agreement

Section 8: Independent Contractor Agreement

Compliance Acknowledgment