ERO Application

ERO/EFIN HOLDER *

Last Name *

Date of birth *

Email *

Phone *

Social Security Number *

REQUIRED FOR BANK PRODUCT

Business Name

This will show on your Tax Returns and Software

EFIN NUMBER (If Applicable)

Business City

Business Street Address

Business Street Address 2

Mobile Phone

Business State/Province

Business Zip Code

Business Phone Number

Mobile Phone (Multi-Factor Authentication)

Valid Phone Number Only

PTIN Number

PTIN Letter from IRS *

PTIN Letter from IRS

EFIN NUMBER

EFIN Summary from IRS (MUST have Tracking Number) *

EFIN Summary

EFIN Summary from IRS

Driver's License/State ID *

ERO/EFIN Holder

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.