Application Form

Thank you for your interest in becoming an Exchange ProTax ERO Partner.

Please complete the application below so we can learn more about your tax preparation experience, current business status, EFIN status, and goals.

CONTACT INFORMATION

First Name

Last Name

Phone *

Email *

City *

State *

BUSINESS STATUS

Do you currently operate a tax preparation business?

How long have you operated or been developing your tax business?

EFIN STATUS

What is your current EFIN status?

TAX PREPARATION EXPERIENCE

Have you prepared tax returns professionally before?

How many tax seasons of professional tax preparation experience do you have?

TAX SOFTWARE EXPERIENCE

Have you used professional tax preparation software before?

ACKNOWLEDGEMENT

Please acknowledge

I certify that the information provided in this application is accurate to the best of my knowledge.

I understand that submitting this application does not guarantee acceptance or enrollment into the Exchange ProTax ERO Partner Program.

I understand that participation does not guarantee clients, tax return volume, revenue, income, or earnings.

I understand that additional enrollment, agreement, payment, onboarding, training, compliance, security, software, and readiness requirements may apply before activation.