One-off Pro Onboarding Form

Become a Tax Pro

Before you get on board, please tell us a little about yourself. This information will help us better personalize your experience with Taxfyle. Once You submit this form, we’ll verify everything you submitted. After a brief period, you’ll receive an email notifying you that everything was processed.

First Name *

Last Name *

Email *

Phone Number *

Are you a CPA or EA? *

What team are you associated with? *

Share where you are based

Please share your physical address with us so that we can better tailor the Taxfyle experience to you.

Street Address *

City *

State *

Zip Code *

Safety check

State regulations require that all CPA and EAs complete the following forms.

Projected expiration YEAR of your license *

States you are licensed to practice in *

Tell us about your experience

Completing this information helps us identify which clients to send your way.

Years of Experience *

Foreign Languages

Please select any specialities that apply *

Tax Software You Own *

Tax Software You Have Experience WIth *

Where do you see yourself

Let us get to understand your goals here at Taxfyle.

How many hours a week would you like to work? *

Do you own your own practice? *

Upload your outstanding documents

Please upload the following documents, so that Taxfyle can verify your credentials.

Upload Photo ID (Current or Valid) *

Upload File

Max file size 10MB.

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