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Team up with TaxSlayer Financial Services today and discover how your business can grow.

Apply today by filling out the form below. If you need assistance, please call us at 706-868-2345. We are here to help! Once you submit the application we will be sending you a confirmation email to the email address you provided.

Organizational Information
EFIN
  Company Name
  Primary Contact First Name
  Last Name

Year Round Mailing Address
Street
  Apt or Suite *
    ZIP
  City
  State

Physical Location of Business (cannot be a P.O. box)     Check if same as year round mailing address.
Street
  Apt or Suite *
    ZIP
  City
  State

Shipping Address (cannot be a P.O. box)     Check if same as year round mailing address.
Street
  Apt or Suite *
    ZIP
  City
  State

Other Organizational Information
Office Phone
 )   - 
  Ext *
       Home Phone *
 )   - 
       Cell Phone *
 )   - 
       Fax *
 )   - 
Email Address
  Confirm Email Address
Company EIN (no dashes)        Business name EIN registered under        Current Software Used
             

Has anyone associated with the firm been assessed with preparer penalties?   

Has anyone associated with the firm been convicted of any felony offense under U.S. laws?   

Have any of your preparers been barred from practicing as a tax preparer?   

EFIN Owner Information (as listed on IRS EFIN assignment letter)     Check if same as shipping address.
First Name
  Last Name
  Birth Date (ex: 0/0/0000)
    SSN
 -   - 
Home Address
  Apt or Suite *
    ZIP
  City
  State
Home Phone
 )   - 
    Cell Phone *
 )   - 
    Email Address
Driver License Number
  Driver License Issuing State

Business Owner Information     Check if same as EFIN owner info.
Ownership Type           Years Providing E-file   
First Name
  Last Name
    Birth Date (ex: 0/0/0000)
    SSN
 -   - 
Address
  Apt or Suite *
    ZIP
  City
  State
Phone
 )   - 
    Email Address
    Percentage of Ownership
%
Driver License Number
  Driver License Issuing State

Bank Information
Current Bank Product Provider
       Number of transmitted bank products:     Last Year
    This Year (projected)
Routing Number
    Confirm Routing Number
       Account Number
    Confirm Account Number

  In what type of account will your fees be deposited?   

  Do you agree with the TaxSlayer Financial Services Request for Participation? (read the agreement)   

Owner's Signature (ex: John A. Doe)
  Date (ex: 0/0/0000)
     Title



* optional



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