2027 Tax Preparer Interest Intake

2027 Tax Preparer Interest Intake
Contact & Personal Info
First Name
Last Name
Current Address

Street Address

Street Address Line 2
CityStateZip Code
Social Media Handles (Instagram, Facebook, TikTok, etc.)
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Address/City/State/Zip Code
Experience & Credentials
How many years of tax preparation experience do you have?
Do you currently have a PTIN?
PTIN Number
Have you worked with a tax company before?
No problem — you'll need to apply for one immediately, or attend a PTIN onboarding class, before the first week of November 2026.
I acknowledge the PTIN onboarding requirement above.
Which opportunity are you most interested in?
Training & Availability
Our 2026 training program schedule is currently being finalized (TBD). Once confirmed, you'll be notified of exact dates and times.
1:1 Call Availability
What time of day works best?
Please note: If approved, you will be required to submit a copy of your Driver's License and Social Security card as part of final onboarding. Do not upload these documents on this form.

1:1 Call Availability