First name

Middle Name

Last Name

Phone *

Email *

Tax Prep Experience

Yes

No

Are you up to date on your FEDERAL & STATE Taxes?

Yes

No

Are you under contract with another Tax Organization, Company, or SB?

Yes

No

Unknown

Do you have a ACTIVE EFIN in your name?

Yes

No

Need To Apply

How many years do you have as an ERO (EFIN HOLDER)?

Do you have a ACTIVE PTIN

Yes

No

Need To Apply

Are you Available for Mentorship Meetings and Tax Trainings

Yes

No

Maybe

Are you dedicated and committed to your own success?

Yes

No

Maybe

Write a short Bio

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PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

What skills will you bring to “Legacy Vault” organization.

Are you currently or in the past been under federal investigation by the IRS? If yes, please explain:

Legacy Vault Partners (WAP's) vetting process is to conduct a thorough criminal background check on all applicants. Do you give WAP's permission to run a federal and state background check?

Yes

No

Legacy Vault Partners (WAP’s) are required to pay annual Fees for the package of choice listed in agreement. If you are chosen as a partner would you be able to make payment?

Yes

No

Maybe

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