TAX PREPARER ONBOARDING

Section A. Personal Information

First Name *

TAX PREPARER ONBOARDING

Section A. Personal Information

Last Name *

TAX PREPARER ONBOARDING

Section A. Personal Information

Phone *

TAX PREPARER ONBOARDING

Section A. Personal Information

Email *

TAX PREPARER ONBOARDING

Section A. Personal Information

Date of birth *

TAX PREPARER ONBOARDING

Section A. Personal Information

Address

Street Address *

City

State *

Country *

Postal Code *

TAX PREPARER ONBOARDING

Section B. Profesional Credentials

Professional Credentials *

TAX PREPARER ONBOARDING

Section B. Profesional Credentials

Social Security *

SSN Upload *

Upload your Social Security Front and Back

TAX PREPARER ONBOARDING

Section B. Profesional Credentials

PTIN Number *

PTIN upload *

Upload the IRS Letter 4766 you received

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

All information provided *

I confirm that all information I have provided in this onboarding form is true, complete, and accurate to the best of my knowledge.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

PTIN Status *

I confirm that my PTIN is active, valid, and in good standing with the IRS.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

Independent Contractor Status *

I confirm that I am acting as an independent contractor and not as an employee of Prosperium LLC.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

E-Filing Control *

I acknowledge that Prosperium LLC retains full control over review, approval, and electronic filing of all tax returns.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

IRS & Professional Compliance *

I confirm that I will comply with all applicable IRS regulations, including Circular 230, and all professional conduct standards.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

Data Security & Confidentiality *

I confirm that I will protect client data, maintain confidentiality, and follow all required data security practices.

TAX PREPARER ONBOARDING

Section C. Compliance Declarations

Termination Acknowledgment *

I acknowledge that Prosperium LLC may immediately revoke my access and terminate this agreement for any violation of these terms.

TAX PREPARER ONBOARDING

Section D. Compensation and Payment Information

Preparer - Bank Name *

Preparer - Account Holder name *

Preparer - Account type

TAX PREPARER ONBOARDING

Section D. Compensation and Payment Information

Preparer - Account number

Preparer - Routing number

TAX PREPARER ONBOARDING

Section D. Compensation and Payment Information

Compensation and payment overview. Full details will be provided in the "agreement/contract" you'll receive after submitting this form.

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Revenue is split 70% to the PTIN holder / 30% to Prosperium LLC
The split applies after applicable fees
Prosperium LLC collects client payments
Cash or off-platform payments must be remitted within 5 calendar days
Refund-based payments are released after the client’s refund is funded
Contractors are paid bi-weekly, every Friday