Independent Tax Preparer Partnership Application

Please fill out the form. Thank you!

First Name *

Last Name *

Email *

Phone *

Can This Number Receive Text Messages? *

Yes

No

City *

State *

Postal code *

Company (N/A if you don't have a company name) *

Do you have a PTIN? *

Yes

No

Do you have a valid government issued ID? *

Yes

No

Do you have E & O Insurance? (Error & Omission Insurance) *

Yes

No

Do you have your own book of business?(current clients) *

Yes

No

How many current clients do you have? *

Do you offer seasonal or year round services? Check One *

Seasonal Services - January - April

Year Round Services - January - October

Have you completed and passed IRS Approved Continuing Education Course for the upcoming 2025 tax season?

Yes

No

Tell us about your background and why you became a tax professional? *

What type of tax returns do you preparer, Individual or/and Business? *

How many years of experience preparing tax returns professionally? *

Customer Service is Important. Explain a time when you had to work with a difficult client. *

Due Diligence is a big part of preparing clients tax returns. How do you ensure accuracy when preparing a client tax return? *

What are the steps you would take if you discover an error after filing a client's tax return? *

Are you familiar with the latest changes to federal, state, and local state tax laws? *

How do you stay up to date on new developments in the tax industry? *

Government ID #1 *

PTIN *

Print Full Name *

Signature *

Clear

Date *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from TMP Services. Message and data rates may apply.

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