Tax Preparer Onboarding Form

Welcome to the team! Please complete this Tax Preparer Intake Form before attending group orientation. This form allows us to collect your information, confirm your eligibility, and set you up in our system. Once completed, you’ll receive details for orientation and next steps. Please answer all questions accurately and honestly.

Basic Information

First Name *

Last Name *

Date of birth *

Email *

Mailing Address *

Phone *

Professional Information

Do you currently have a PTIN (Preparer Tax Identification Number)? *

Yes

No

Do you have an EFIN (Electronic Filing Identification Number)? *

Yes

No

Have you ever prepared taxes professionally before? *

Yes

No

What is your highest level of education completed? *

Availability & Work Preferences

Are you available to work: *

Remote only

In-Person

Both

During tax season (Jan–Apr), how many hours per week can you commit? *

Less than 10

10–20

20–30

30+

Are you available evenings and weekends during peak season? *

Yes

No

Skills & Background

Have you used tax preparation software before? If yes, which one(s)? *

Do you have experience in customer service, finance, or related fields? (Briefly describe) *

Do you have reliable internet and a computer for remote work? *

Yes

No

Compliance & Agreement

Have you ever been convicted of tax fraud or financial crimes? *

Yes

No

By submitting this form, I acknowledge that the information provided is true and accurate.

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