New Tax Preparer Application

First Name

Last Name

Website

Have you ever had a PTIN or EFIN denied, suspended, revoked, or been investigated for tax-compliance concerns? *

Why do you want to work with our organization, and why should we select you? *

Describe your availability and expected commitment during tax season. *

What circumstances would cause you to decline preparing or filing a tax return? *

You discover an error after a return has been submitted. What actions do you take? *

A client wants to claim a child, but residency and relationship information are unclear. Explain your process. *

A client asks you to add expenses they cannot document. What do you do? *

Describe how you protect confidential taxpayer information and client documents. *

Describe your previous tax-preparation experience. *

Tax software used *

Approximate returns prepared last season *

Number of completed tax seasons *

EFIN status or number *

PTIN status or number *

Organization

State *

Email *

City *

Phone (application only) *

WISP Acknowledgment

I acknowledge that, if selected, I must review, sign, and comply with the Luna Lux Financial WISP before receiving access to taxpayer information or production systems.

WISP