Cross Solutions Group

Independent Tax Preparer Application

Thank you for your interest in partnering with Cross Solutions Group as an Independent Tax Preparer. Please complete the application below.

Personal Information

Full Name *

Phone *

Email *

Address

City

State

Tax Experience

Do you currently have a PTIN?

YES

PTIN Number (if applicable):

Have you prepared taxes before?

YES

If yes, How Many Years of Experience:

First Season

1–2 Years

3–5 Years

5+ Years

Business & Marketing

Do you currently have an existing tax client base?

YES

If yes, approximately how many returning clients do you have?

1–25

26–50

51–100

100+

Partnership Information

This position is an Independent Contractor opportunity and is not hourly or salaried employment.

Compensation is based on an agreed-upon revenue split, which may vary depending on factors such as your existing clientele, production, and the terms of our Independent Contractor Agreement.

Are you comfortable working as an Independent Contractor?

YES

GOALS

How many tax returns do you plan to prepare this season?

25+

50+

100+

200+

What are your income goals for the upcoming tax season?

Compliance

Have you ever had your PTIN suspended or revoked?

YES

Have you ever been removed from a tax software provider or Service Bureau? If yes, please explain:

Required Documents

Please upload:

Resume (optional)

Independent Contractor Acknowledgment

By signing below, I understand that:

This is an Independent Contractor opportunity and not an employment position.
I am responsible for complying with all IRS regulations, due diligence requirements, and applicable tax laws.
My compensation will be determined by the mutually agreed-upon revenue split outlined in my Independent Contractor Agreement.
My compensation structure may vary based on my existing clientele, production, and partnership terms with Cross Solutions Group.

Applicant Signature *

Clear

Date *

Adrianna Smith

Founder & CEO | C&C Tax Mastery

[email protected]

www.cctaxmasterypro.com

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