Tax Preparation Application Form

Thank you for taking the time to complete your Tax Preparer Application Form. This information is critical to ensure we accurately get all software and training access setup properly.

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised***

Client Information

Full Name

Email *

Phone *

Address *

Street Address

City

State

Country

Postal Code

Social Security Card *

Upload a copy of your Social Security Card

Social Security Number. *

Your SSN is required for IRS registration, background verification, and issuance of your Preparer Tax Identification Number (PTIN), if applicable. This information is collected solely for compliance with federal tax preparation requirements and will remain confidential in accordance with IRS and federal privacy laws.

Identification *

Upload a copy of your non-expired Driver's Licence or Govt ID

Do you have an active PTIN? *

IF YES. Enter Preparer Tax Identification Number (PTIN):

Please enter PTIN if you have it, if not one will be required to be a tax preparer

Are you needing PTIN application assistance? *

Do you have any experience preparing a tax return? *

Yes

If yes, how many years:

Do you have a State I.D or Driver License? *

Are you comfortable with self marketing and promotion? *

T-Shirt Size? *

Are you comfortable with purchasing and taking professional head shots for marketing purposes? *

Acknowledgement

I certify that the above information provided on this onboarding form is true and correct, and I understand that the information given on this questionnaire will be used to complete my software onboarding and bank application. I also understand that errors on this form will cause a delay in the processing of setup and the receipt of product access.

Signature: *

Clear

Date Signed: *