JOIN THE TEAM WAITING LIST

BASIC INFORMATION

Are you applying as an individual or business? *

Individual

Business

First Name *

Last Name *

Business Name *

Email *

Phone *

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Address

Street Address *

City

State

Country

Postal code

If business, years in operation

Website (if applicable)

Best time to contact you? *

PREVIOUS EXPERIENCE

Years of experience in tax preparation *

Previous companies contracted/employed with (list all):

Name of Company *

Dates of Service *

Role/ Position *

Reason for leaving *

Add Additional Company

Yes

Name of Company (2nd) *

Date of Service (2nd) *

Role/Position (2nd)

Reason of Leaving (2nd) *

Add another previous company

Yes

Name of Company (3rd) *

Date of Service (3rd) *

Role/Position (3rd) *

Reason of Leaving (3rd) *

Previous profit split percentage *

What was your contract structure? (W2, 1099, etc.) *

Number of clients in your database *

Do you have a non-compete agreement with any current/previous employer? *

Yes

Describe your client acquisition method/s *

What was your average fee per return? *

COMPLIANCE & QUALITY

Have you ever been subject to IRS penalties? *

Yes

What is your process for staying current with tax laws? *

What quality control measures do you use? *

How do you handle difficult clients? *

What's your approach to tax planning? *

How do you handle amendments and notices? *

TECHNOLOGY & TOOLS

What tools do you use for: *

Document management

Client communication

Time tracking

Project management

Are you willing to adapt to new software systems? *

Yes

Do you have reliable high-speed internet? *

Yes

What security measures do you use to protect client data? *

BUSINESS GOALS

Target annual income *

Your growth goals for next 2-3 years *

What interests you most about joining our team? *

What are your expectations from a service provider? *

How do you plan to grow your client base? *

What support services would you need from us? *