Tax Preparer Partner Intake Form

Full Name

First NameLast Name

Business Name

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Business Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Website or LinkedIn Profile

Years of Experience in Tax Preparation

Tax Software Used

Areas of Specialization

Professional Certifications (e.g., CPA, EA, etc.)

Brief Description of Your Services or Background