Alliance Access Enrollment

First name

Last name

Phone

Business name

City and state

Years in the tax industry

PTIN status

Active – current year

Active – prior year, renewal pending

Applied – awaiting approval

I do not have a PTIN

EFIN status

Active EFIN

Applied – awaiting approval

Planning to apply

I do not have an EFIN

Current tax software or service bureau

Approximate number of tax clients/returns per season

Desired onboarding date

Additional software setup needs or questions

Acknowledgment & Agreement

Please read the following carefully before signing:

The Alliance Access investment is $697.
This package provides professional tax software access and technical/setup support only. It does not include business mentorship or a tax-preparer team application.
By signing below, I confirm that all information submitted in this enrollment form is accurate and complete to the best of my knowledge.

I have read and agree to the terms stated above. I understand that Alliance Access is for software access and technical/setup support, and does not include business mentorship. I confirm the investment amount is $697 and that the information I have provided is accurate.

Full legal name (electronic signature)

Date signed

Alliance Access Investment

$697