THE ELITE FIRM
LIFE & BUSINESS SOLUTIONS
TAX PROFESSIONAL / ERO INTEREST & SCREENING FORM
PAGE 1 OF 2
Thank you for your interest. Complete all applicable sections. This form is not an employment offer or contract.
1 OPPORTUNITY OF INTEREST
OPPORTUNITY OF INTEREST
Tax Professional / PTIN Holder
ERO / EFIN Holder
Unsure - Please contact me
2 CONTACT INFORMATION
FULL LEGAL NAME
First Name
Last Name
PREFERRED NAME
First Name
Last Name
PHONE NUMBER
Format: (000) 000-0000.
EMAIL ADDRESS
example@example.com
CITY / STATE
BEST WAY TO CONTACT YOU
Call
Text
Email
3 CREDENTIALS & EXPERIENCE
PTIN STATUS
Active
Applied / Pending
Need to Apply
Not Applicable
EFIN STATUS
Approved
Application Pending
Not Applicable
YEARS OF TAX-PREPARATION EXPERIENCE
RETURNS PREPARED LAST SEASON
SOFTWARE EXPERIENCE - CHECK ALL THAT APPLY
TaxWise
TaxSlayer
Drake
CrossLink
ProSeries
None
OTHER SOFTWARE / TRAINING / CERTIFICATIONS
SERVICES YOU CURRENTLY OFFER OR WANT TO ADD
4 OPPORTUNITY SNAPSHOT
TAX PROFESSIONAL
$75
onboarding
90/10
fee split
Required:
active PTIN and training
Included:
web-based software and support
ERO
$199
onboarding
No fee split
on preparation fees
Required:
active EFIN and compliance approval
Included:
web-based software and support
CONFIDENTIAL APPLICANT INFORMATION
Complete electronically or print clearly in black ink.
770-874-8747
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5 TRAINING, TECHNOLOGY & AVAILABILITY
CAN YOU ATTEND THE 8-WEEK VIRTUAL TRAINING PROGRAM?
Yes
No
Need to Discuss
TECHNOLOGY ACCESS - Computer
Computer: Yes
Computer: No
TECHNOLOGY ACCESS - Reliable Internet
Reliable Internet: Yes
Reliable Internet: No
PREFERRED WORK ARRANGEMENT
Remote
Hybrid
Office
Flexible
GENERAL AVAILABILITY - CHECK ALL THAT APPLY
Weekday Daytime
Weekday Evenings
Weekends
Flexible
ESTIMATED CLIENTS YOU EXPECT TO SERVE THIS SEASON
0-10
11-25
26-50
51-100
100+
Unsure
6 GOALS & PROFESSIONAL FIT
WHY ARE YOU INTERESTED IN THIS OPPORTUNITY?
WHAT SERVICES OR CLIENT BASE DO YOU WANT TO GROW?
HOW DID YOU HEAR ABOUT THE ELITE FIRM?
7 APPLICANT ACKNOWLEDGMENTS
I understand that an active PTIN is required to prepare federal tax returns for compensation.
If applying as an ERO, I understand that an active EFIN and compliance approval are required.
I agree to complete required training and follow due-diligence, privacy, security, and office procedures.
I understand the software is web-based and requires a compatible device and reliable internet access.
I understand onboarding fees and compensation terms are finalized only in the written agreement.
I certify that the information on this form is accurate and authorize follow-up about this opportunity.
TYPED SIGNATURE
DATE
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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