Looking to level up this tax season with Fastrack Accountant LLC? Fill out this form to start working under our EFIN and get set up for success.

Basic Information:

First Name

Last Name

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Date of birth

ID Upload

Please upload a valid ID.

PTIN Information:

Current Active PTIN Number

Upload Copy of PTIN Certificate / Renewal Confirmation (PDF or Screenshot)

(PDF or Screenshot)

How many years have you been preparing taxes?

How many returns did you complete last season?

Please upload the form of completion if applicable.

Experience & Goals

What tax software have you used previously?

Are you familiar with bank products / refund transfers?

Yes

No

What are your income goals this tax season?

Do you plan to work:

Full-time tax season

Part-time

Side Hustle

Compliance & Ethics

Have you ever been denied or revoked for an EFIN or PTIN?

Yes

No

Are you current on all your personal and business taxes?

Yes

No

Are you currently under any investigation with the IRS, state agencies, or any regulatory body?

Yes

No

System Readiness

Do you have a reliable computer or laptop?

Yes

No

Do you have access to high-speed internet?

Yes

No

Are you comfortable using secure portals for document uploads and communication?

Yes

No

Option 3

Agreements

I understand I am working under Fasttrack Accounting, LLC EFIN and must comply with all IRS guidelines and Fasttrack Accounting, LLC policies.
I agree to keep client data secure and confidential.
I understand fees and commissions will be outlined in my preparer agreement.
I understand improper conduct, fraud, or non-compliance will result in immediate removal.

Please sign below to agree upon terms and conditions:

Clear

Date

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