Referral Agent Name

Tax Professional Who Referred You (if applicable):

Referred by a tax agent? Enter their name. If not, simply skip this field.

Professional Qualifications

Are you an experienced Tax Preparer?*

Yes, I am experienced.

No, I am not experienced.

Do you have your PTIN?*

Yes, I do.

No, I do not.

Do you have your EFIN?*

Yes, I do.

No, I do not.

Do you hold any relevant certifications (e.g., CPA, EA)? If yes, please specify:

What is your highest level of education? Please list your degree and the institution:

Are you available to work extended hours during tax season (January to April)? *

Yes, I am able to commit.

No, I am not able to commit.

What is your preferred work environment? *

Home

Remote

Hybrid

It doesn't matter

How do you manage your workload and deadlines, especially during peak periods?**

Why do you want to work with our organization?*

What strengths do you bring to the role of a tax preparer?*

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