PTIN + COACHING ONBOARDING

Personal Details

Full Legal Name *

Address *

Street Address

City

State

Country

Postal code

Date of birth *

Phone *

Email *

Please upload a copy of your photo ID, both front and back.

PTIN Details

PTIN Assistance Number Pending *

I need assistance getting my PTIN

I confirm that I will have get my PTIN by December 31.

I have my PTIN, details are below:

PTIN/SIDN

Please upload your PTIN Letter. If you do not have one, please check the box below.

PTIN Contractors are paid 2 days out for credit card settlements and next day for banking product pay outs. Please provide your banking information for timely payouts. All contractors must provide their SSN for 1099 Processing for all payment received over $400.00. You can also opt to provide these details later. They are required prior to January 15 2026, for timely processing.

Routing Number

Account Number

Tax ID (EIN/SSN) *