TAX PROFESSIONAL ENROLLMENT

Enrollment Information

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

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.

Legal First Name *

Legal Last Name *

Email *

Mobile Phone *

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 that 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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