Tax Partner Program Agreement

Editable PTIN Agreement Form

Streamline Your Partnerships with a Professional PTIN Agreement Form!

This fully editable PTIN Agreement Form is the perfect tool for tax office owners, EROs, and service bureaus to establish clear expectations and agreements with their preparers. Designed to be customizable to fit your business needs, this form simplifies your onboarding process while protecting your business and ensuring compliance with IRS requirements.

Key Features:

✔️ Fully Editable: Customize the form to include your business name, branding, and specific terms.

✔️ Clear & Professional Language: Ensure your preparers understand their responsibilities and obligations.

✔️ Compliance-Focused: Aligns with IRS PTIN requirements and industry standards.

✔️ Protect Your Business: Clearly define roles, responsibilities, and fee arrangements to avoid misunderstandings.

✔️ Ready to Use: A plug-and-play solution—just edit and distribute!

Who Is This For?

• Tax Office Owners: Set clear agreements with your preparers.
• EROs & Service Bureaus: Protect your business while enhancing professionalism.

🎁 Bonus Tip: Use this form to build trust and transparency with your team while ensuring compliance and accountability across the board.

👉 Grab your Editable PTIN Agreement Form today and simplify your operations!