Complete Your Preparer Onboarding

Your $97 enrollment has been received. Please complete this form so we can prepare your profile, training access, software access, and next steps for the 2027 tax season.

Payment Complete • Onboarding Form • Welcome Access

Preparer Onboarding Form

Please complete all required fields. This helps us set up your team profile and prepare your onboarding access.

Personal Information

First Name *

Last Name *

Email Address *

Phone Number *

City *

State *

Tax Preparer Information

PTIN Number *

Experience Level *

Have you used tax software before? *

How many returns do you expect to prepare this season? *

Your Goals

Why did you join the team? * I want to earn extra income this tax season. I want to build a career as a tax professional. I already prepare returns and need better support. I want to learn the tax industry from the ground up.

What areas do you need the most help with? Learning the tax software. Understanding how to prepare returns correctly. Getting clients and marketing myself. Understanding IRS rules, documentation, and compliance. Building long-term income from tax preparation.

Anything you want us to know before your first Zoom call?

Agreement

I understand I will be preparing returns under Unique Tax Service and agree to follow all office guidelines, review procedures, and IRS regulations. I agree to complete my training and participate in required onboarding and support sessions. I understand this opportunity includes a 70/30 compensation structure.

🔒 Your information is used only to complete your onboarding, prepare your access, and support your setup with Unique Tax Service.

Unique Tax Service