PLEASE NOTE: Please ensure all sections of the application are completed thoroughly. Incomplete or unclearly documented experience and training may result in your application being rejected. If a section does not apply to you, please indicate "N/A" or "Not Applicable"..

Name (First, MI, Last)

PTIN Number or Social Security Number

Currrent Address

City, State, and Zip Code

Telephone

Email Address

EIN Number and Business Name - if applicable

EFIN Number - if applicable

I have no preference.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

I am seeking a:

Partnership - No EFIN

Start My Own Tax Business - EFIN Owner

Mentorship Only

How many hours can you work weekly for your tax firm?

When can you start training?

Preferred Training Time

Do you have tax preparation experience?

Yes

No

I certify that I am a U.S. citizen, permanent resident, or a foreign national with
authorization to work in the United States.

Yes

No

Have your received Compliance Training for banking products? (Direct Deposit, Refund Transfer, or Loans)

Yes

No

Which tax software are your familiar with:

Do you have a client portal to receive client tax documents? (Drop Box, Google Workspace, Box.com - if applicable) YesNo

Name of Platform - if applicable

How are you keeping track of your invoices and additional fees to the taxpayer? - if applicable

Certified Training or Tax School

Years of Tax Experence

Year Established as a Tax Preparer

What is your Niche? (1040, 1065, 1120, 1040NR clients)

Prior training: Did you completed the tax preparation training?

Confirmations and Compliance

Confirm that you are initiating your own tax preparation business.

Confirm that you will be obtaining your own taxpayer clients.

Confirm that you are responsible for managing your own tax preparation business.

Are you familiar with the requirements of Paid Preparer Due Diligence Training?

Are you willing to train for the Due Diligence Training?

Are you familiar and/or up-to-date on Tax Law and Ethics?

Are you will to get an understanding of Tax Law and Ethics?

Are you familiar with the requirements of Santa Barbara TPG Compliance?

Are you will to training and remain compliance with Santa Barbara TPG Compliance?

How many taxpayers or clients are currently in your portfolio?

Do you understand the basics of marketing to attract tax clients?

Describe why you are 100% ready to launch your own tax preparation business.

Please include name, phone number, and circumstances of your acquaintance.

1.

2.

I certify that all answers and statements on this application are true and complete. I understand that, should this application contain any false or misleading information, my application may be rejected with De'More Tax Service LLC.

Signature

Date

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