Indpendent ERO Enrollment Application

Independent ERO Enrollment Application

Congratulations on taking the next step toward becoming an Independent Electronic Return Originator (ERO) with Partners Tech. This application allows us to gather the information needed to set up your account, verify your credentials, and prepare your onboarding experience. Please have your PTIN, EFIN information (if applicable), business information, and required documents available before you begin.

Personal Information

Please provide your personal contact information.
Name

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Business Information

Tell us about your tax business so we can prepare your software and account correctly.
Business Name
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email
example@example.com
Business EIN (Enter your Employer Identification Number issued by the IRS)
Business Website (if applicable)

Tax Professional Information

This information helps us determine your current status and what assistance you may need.
Do you currently have an active PTIN
PTIN Number
Need PTIN Assitance?
Do you currently have an EFIN?
Need EFIN Assistance?
Current Service Bureau (EX: Refundo, Santa Barbara, etc. or None)
EFIN
Current Tax Software
Years Preparing Taxes
Estimated Returns

Required Documents

Please upload clear copies of the following documents.
Governement Issued ID

Cancelof
PTIN Documention

Cancelof
EFIN Acceptance Letter

Cancelof
Business Documents (Articles of Organization, EIN Letter, Business Registration)

Cancelof

Package Details- Independent ERO Membership
Investment $500 One-Time Enrollment

Your Membership Includes:
- Complete ERO Onboarding
- Software Setup
- EFIN Assistance
- Refundo Enrollment Assistance
- Software Support
- Weekly Coaching
- Private Community
- Marketing Resources
- AI Training
- Custom Branded Mobile App
Per Return Fees
Service Bureau Fee $60

Transmission Fee $40

Policies & Agreements
Please acknowledge the following before continuing:

Electronic Signature

By signing below, you certify that the information provided is complete and accurate, and you agree to the Partners Tech enrollment terms.
Signature
Printed Name
Date

MonthDayYear
Date

Should be Empty: