PLM Tax Services - PTIN Holder Intake

Tax Preparer Team Intake Form

Complete this quick intake to share your PTIN details, experience, and remote work readiness for Tax Season 2027.
Personal Information
Full Legal Name

First NameMiddle NameLast Name
Preferred Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
State of Residence
Tax Preparer Information
PTIN Number
PTIN Expiration Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Years of Tax Preparation Experience
Have You Prepared Individual Tax Returns (Form 1040)?
Tax Software Used Before
Current Tax Preparation Arrangement
Tax Preparation Experience
What types of tax returns have you prepared?

Other
What tax preparation services are you most comfortable with?

Other
Briefly describe your tax preparation experience
Do you have any relevant certifications or additional tax training?
If yes, please describe your certifications or additional tax training
Work Readiness
Do you have a reliable laptop or computer?
Do you have reliable internet access?
Are you available to complete training before tax season?
Are you comfortable working remotely and meeting deadlines?
Are you available during the 2027 tax season?
Please describe your availability.
Team Expectations
Comfort with commission-based compensation structure
Willingness to follow PLM Tax Services’ policies, procedures, and tax preparation standards
Current EFIN / e-filing setup status
Final Acknowledgment
Accuracy Confirmation
Onboarding and Training Agreement
Electronic Signature
Date of Submission

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

Tax Preparer Team Intake Form

Personal Information

Tax Preparer Information

Tax Preparation Experience

Work Readiness

Team Expectations

Final Acknowledgment