TAX PROFESSIONAL ENROLLMENT

Enrollment Information

60/40 starting arrangement · $444 enrollment fee — deferred · $0 due at enrollment

Only what we need to create your Tax Professional record and prepare your agreement. Operational details — EFIN, business specifics, banking, software setup — are collected later, in onboarding.

Enrollment Option *

You keep 60% of eligible preparation revenue; Simply Prepared Pro receives 40%. Nothing is due upfront; the $444 fee is collected under your agreement. All Tax Pro options include the same training, software access subject to activation requirements, and season support. PTIN renewal is separate.

Opening your own ERO office? View ERO enrollment from $1,497.

Legal First Name *

Legal Last Name *

Email *

Mobile Phone *

Text Message Updates (Optional) — I agree to receive text messages from Simply Prepared Pro at the mobile number I provided regarding my application, enrollment, onboarding, training, appointments, and account-related updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent to receive text messages is not a condition of enrollment. See our Privacy Policy and the Terms in the Tax Professional Agreement you review next for how we use your contact information.

Mailing Address — Street *

City *

State *

ZIP Code *

Current PTIN Status *

An active PTIN is required before preparing returns for compensation — if you do not have one yet, your enrollment includes guidance to get there.

Previous Paid Tax Preparation Experience *

How Did You Hear About Us?

BEFORE YOU CONTINUE TO YOUR AGREEMENT

This is an independent contractor / business opportunity — not employment.
Clients are not provided — you are responsible for generating and serving your own clientele.
Software access and tax preparation privileges may require completion of onboarding, training, compliance requirements, and applicable credentials.
Your compensation and fees are governed by the agreement you sign next.

I understand this is an independent contractor opportunity and not employment.I understand Simply Prepared Pro does not provide clients.I understand that software access and tax preparation privileges may require completion of onboarding, training, compliance requirements, and applicable credentials.I understand that my compensation and fees are governed by the Simply Prepared Pro Tax Professional Agreement.I understand the $444 enrollment fee is deferred, $0 is due today, and the fee remains due according to the deferred-payment terms of my agreement.

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