INDIVIDUAL TAX PREPARATION PROGRAM APPLICATION

INDIVIDUAL TAX PREPARATION PROGRAM APPLICATION

Thank you for your interest in the 12-module Individual Tax Preparation Fundamentals Program presented by Marlena Curtis, Enrolled Agent and Director with the Michigan Society of Enrolled Agents. This program is designed for beginners and current preparers seeking stronger tax knowledge, accuracy, confidence, and professional judgment. Applying does not guarantee acceptance. Approved applicants will receive an enrollment agreement and secure payment link.
Applicant Information
Full Legal Name

First NameMiddle NameLast Name
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address
example@example.com
Mobile Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method
Are you at least 18?
Professional Background
Current Occupation
Highest Education Completed
Have you prepared tax returns before?
If yes, please describe the tax seasons, approximate number of returns prepared, and software used
Current PTIN Status
PTIN Notice
List any tax, accounting, bookkeeping, legal, or financial credentials
Program Interest
What is your primary goal?

Other
Why do you want to learn individual tax preparation?
Select the subjects that interest you
Training Readiness
Preferred Training Format
Do you have a computer and reliable internet?
Can you attend class, participate, and complete assignments?
Certification
Certification
Electronic Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

INDIVIDUAL TAX PREPARATION PROGRAM APPLICATION

Applicant Information

Professional Background

Program Interest

Training Readiness

Certification