• J&L Financial Fortress Tax Preparer Application Form

  • Format: (000) 000-0000.
  • Do you have previous tax preparation experience?*
  • Are you comfortable communicating directly with clients and handling confidential information?*
  • Are you willing to complete required training and learn our tax preparation software?*
  • Are you willing to obtain your PTIN through the IRS website and pay the required fee before tax season starts?*
  • Are you comfortable marketing yourself and building your own clientele during tax season?*
  • Which days work best for a Zoom interview? (Select all that apply)*
  • What time works best for a Zoom interview?*
  • Should be Empty: