1. Enrollment details
2. Payment
11/11
STOP WISHING.START BUILDING.THE TAX EFFECT | 2027
Select Your Enrollment Package
*
PTIN Earn and Learn Package
ERO Startup Package
PTIN Earn and Learn: Applicant Information
Name
*
First Name
Last Name
Email Address
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
City
*
State
*
Do you currently have an IRS PTIN?
*
Yes
No
Do you have previous tax preparation experience?
*
Yes
No
If yes, briefly describe your experience.
What interests you most about joining The Tax Effect?
*
Program 1 — PTIN Earn and Learn: Acknowledgment and Payment
Program acknowledgments — review the [Program Agreement] before payment
*
I understand that I am joining The Tax Effect as a tax preparer.
I understand that I must obtain and maintain my own valid IRS PTIN.
I understand that The Tax Effect retains 11% of eligible tax preparation fees and I receive 89%, subject to the written preparer agreement.
I understand that additional applicable fees or deductions will be disclosed before I begin preparing returns.
I understand that training, software access, and participation are subject to the applicable program requirements.
I agree to be contacted regarding enrollment and onboarding.
I have reviewed the program terms.
Enrollment fee
*
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PTIN Earn and Learn Enrollment Fee
Promotional enrollment fee
$11.00
$
11.00
ERO Startup Package
ERO payment option
$111.00
$
111.00
Payment Methods
Debit or Credit Card
ACH Bank Transfer
Klarna
Form 2 — Applicant Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Mobile Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
City
*
State
*
Do you currently have an IRS PTIN?
*
Yes
No
Are you currently an ERO?
*
Yes
No
Have you previously owned or operated a tax business?
*
Yes
No
How many years of tax preparation experience do you have?
*
Do you currently have an EFIN?
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Yes
No
Are you planning to open a new tax office or transition an existing office?
*
Open a new tax office
Transition an existing office
Undecided
What is your anticipated business launch timeline?
*
Please Select
Within 1 month
1–3 months
4–6 months
7–12 months
More than 12 months
Undecided
What are your biggest goals for the 2027 tax season?
*
Form 2 — Business Development Questions
What interests you about owning your own tax business?
*
What areas of business development do you need the most help with?
*
Do you plan to recruit tax preparers?
*
Yes
No
Form 2 — Program Acknowledgment and Payment
Program acknowledgments — review the [Program Agreement] before payment
Please confirm each statement:
*
I understand that the $111 is the promotional enrollment fee for the ERO startup package.
I understand that EFIN applications are subject to IRS eligibility, review, and approval.
I understand that purchasing this package does not guarantee an EFIN.
I understand that any separate IRS, software, banking, or third-party fees will be disclosed separately.
I understand that mentorship, software setup assistance, and training are subject to the program terms.
I authorize The Tax Effect to contact me regarding onboarding and business development.
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