Tax Preparer Application Form

Complete this pre-screening application to begin your onboarding process with Tax Savvy.

A Tax Savvy team member will review your application and contact you if additional information is needed.

Please complete all required sections accurately.

First Name *

Last Name *

Phone *

Email *

Applicant Type *

Communication Consent *

I consent to receive text messages, emails, and calls from Tax Savvy Financial Services regarding my application.