• Tax Preparer Intake Form

    Share your details and experience to be considered for a business partnership.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Do you have an active PTIN.*
  • Eligible to obtain/renew PTIN*
  • Have you ever received an IRS penalty or had your PTIN suspended?*
  • Are you available to work evenings and weekends during tax season?*
  • Do you have a reliable computer and internet connection?*
  • Are you looking forward to work part-time or full-time?*
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Payment Information

  • Which payment methods do you use?

  • Social Media

  • Select all social media platforms you use

  • Technology Checklist

  • Do you have a computer or laptop?*
  • Do you have reliable internet?*

  • Required Uploads

  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof
  • Upload a File
    Drag and drop files here
    Choose a file
    Cancelof

  • Final Agreement

  • Please check each statement that applies to you*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: