Client Intake Form
Mobile Remote Apostille Loan Signing Notary
PLEASE NOTE: It is important that you complete all parts of the application. If your application is incomplete or does not clearly show the experience and/or training,
your application may not be accepted. If you have no information to enter in a section, please write N/A or Not Applicable.
Contact Information and Credentials
Name (First, MI, Last)
City, State, and Zip Code
EFIN Number Year Established
EIN Number and Business Name (Mandatory)
Days/Hours available to work
I have no
I am seeking a:
Full- or Part-time
How many hours can you work weekly?
Can you work nights?
Date available to begin
Do you have tax preparation experience?
I certify that I am a U.S. citizen, permanent resident, or a foreign national with
authorization to work in the United States.
Have your received Compliance Training for banking products? (Direct Deposit, Refund Transfer, or Loans)
Which tax software are your familiar with:
Do you have a client portal to receive client tax documents? (Drop Box, Google Workspace, Box.com) YesNo
Name of Platform
How are you keeping track of your invoices and additional fees to the taxpayer?
Tax Preparation Training Experience
Certified Training or Tax School
Years of Tax Experence
Year Established as a Tax Professional
What is your Niche?
Did you completed the entire tax preparation training?
Last Year Work Experience
Name of last tax firm you worked with?
How long did you work with your last tax firm?
Confirm you understand this position is a 1099-NEC BYOC = Bring Your Own Clients?
What do you understanding about the 70/30 Revenue Split?
Do you confirm the 1st year with DeMore Tax Service 70/30 Revenue Split?
Do you confirm the 2nd year with DeMore Tax Service 60/40 Revenue Split?
Do you confirm the 3rd year with DeMore Tax Service 50/50 Revenue Split (Until Branded)
Bank Account # for Direct Deposit of Tax Preparation Fees
Bank Routing # for Direct Deposit of Tax Preparation Fees
Reason for leaving the last tax firm?
Confirm this is a business and not personal bank account?
One Employer and One Relative or Friend Reference
Please include name, phone number, and circumstances of your acquaintance.
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 DeMore Tax Service.
Please prove you are human by selecting the truck.
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