2026–2027 PTIN Holder Team Application & Intake Form
Welcome! This quick application takes about 2 minutes.
Full Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Email Address
*
example@example.com
City and State
*
Do you currently have a PTIN?
*
Yes
No
In process
PTIN Number
Do you have tax preparation experience?
*
Yes
No
If yes, how many years?
Why would you like to join our tax team?
*
Are you willing to complete required training?
*
Yes
No
Do you understand you are responsible for getting your own clients?
*
Yes
No
How many clients do you expect to bring this tax season?
Best time to contact you
Agreement
*
I certify that the information I provided is accurate and understand that submitting this application does not guarantee acceptance.
Signature
*
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Application
Submit Application
Should be Empty: