Tax Software - Onboarding Process

Complete the form below to allow us to efficiently set up your software and bank enrollment. All submitted information is confidential.

Who Helped You Today?

First Name *

Last Name *

Phone *

Email *

Date of birth *

Address

Home Address *

City *

State *

Country *

Country

Postal Code *

Social Security Number *

Driver License Number *

Are you a U.S. citizen *

Yes

No

If no, are you authorized to work in the U.S.?

Have you ever been convicted of a felony? *

Yes

No

EFIN *

PTIN *

Company Name *

Company Address *

Company Phone *

Company Email *

Company Website (Optional)

FEIN# (Federal Employer Identification Number) *

If no, how long have you been in business? *

How long have you been doing taxes? *

Is this a new business? *

Yes

No

How many preparers? (Optional)

Type of Business *

LLC

Sole Proprietor

Corporation

Are you open year round? *

Yes

No

Previous Bank used? (Optional)

SBTPG/TPG
Refund Advantage
Republic
EPS
Refundo
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Upload EFIN acceptance letter *

Upload EFIN holders driver license *

Upload EFIN holder social security card *

Upload Employer Identification Number (EIN) *

Upload a voided check of where fees are to be deposited *

Enter the tax office's bank account details for fee deposits.

Routing Transit Number of the bank account where fees will be paid

Re-enter Routing Transit Number

Bank Account Number of the bank account where fees will be paid

Re-enter Bank Account Number

Bank Account Type

Checking

Savings

By submitting this form, I acknowledge that the information and documents provided are accurate to the best of my knowledge and authorize A1Q Solutions to use this information for tax preparation, filing, resolution services, and related communications.

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