We are extremely excited to work with you this upcoming tax season and help you start your journey in the Tax industry!
Quick Note: Felony convictions relating to tax fraud and other forms of financial misdeeds are typically not eligible for a PTIN. If this applies to you, please stop here!
Complete our short onboarding form below so we can ensure we have all of your correct personal information collected for training and software setup, and payroll.
Please provide us with a "GMAIL" email address. Our training portal that sends your login and password credentials works best with this one.
*BANKING INFORMATION IS NEEDED FOR PAYROLL*
(ALL TAX PREP FEE DEPOSITS WILL GO HERE, VERY IMPORTANT. ZELLE, CHECKS ALSO MAY BE AVAILABLE ONCE SEASON STARTS)
Once that is complete, please see the timeline and following action steps below:
-Receive and complete and sign our Tax Partner Agreement Form
-Begin your training immediately to become a Certified Preparer (PTIN Number)
-Once you have your PTIN number and submit it to us, we will being your Software Setup
-Software Access will be granted once all steps are completed.
If you have ANY questions at any point, we’ve set up a dedicated support email address you can send your questions to: TWASHINGTON@TOPTIAMGT.COM