PTIN Enrollment
Complete this form to apply to join Wilson’s financials for the upcoming tax season.
Legal Full Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Mailing address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PTIN & Tax Preparation Credentials
Please provide your current professional information.
Do you currently have an active PTIN?
*
Yes
No
I’m currently renewing it
Upload your current IRS PTIN confirmation or screenshot showing your PTIN status.
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Have you prepared tax returns professionally before?
*
Yes
No
How Many Tax Seasons of Experience Do You Have?
*
1 season
2 seasons
3 seasons
4 seasons
5+ seasons
Which Tax Software Have You Used?
*
Please Select
Drake Tax
TaxSlayer Pro
TaxWise
CrossLink
ProSeries
Other
None
Which Types of Tax Returns Have You Prepared?
*
W-2 Individual Returns
Self-Employed/Schedule C Returns
Returns With Dependents and Tax Credits
Prior-Year Returns
Amended Returns
State Returns
None
Do You Currently Have Your Own Tax Clients?
*
Yes
No
I’m Currently Building My Client Base
Approximately How Many Clients Do You Expect to Bring This Tax Season?
*
Please Select
1–10 clients
11–25 clients
26–50 clients
51–100 clients
More than 100 clients
Training & Readiness
All PTIN agents must complete required training and demonstrate readiness before preparing client returns.
Signature
Terms & Conditions
Agent Compliance Agreement
I agree to complete all required training, follow IRS due-diligence rules, protect all client information, use only approved systems, and follow all Wilsons Tax Preparation & Financials policies and procedures.
*
File Upload
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Continue
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