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.

Name (First, MI, Last)

PTIN Number

Mailing Address

City, State, and Zip Code

Telephone

EFIN Number Year Established

EIN Number and Business Name (Mandatory)

Email

I have no preference.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

I am seeking a:

Full-time job

Part-time job

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?

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) YesNo

Name of Platform

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

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 Name

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?

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 DeMore Tax Service.

Signature

Date

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