Intake - Prestige Tax Office

Affiliate Intake Form

Download this ACH Authorization Form, and upload it at the bottom.

Download this W9 Form, and upload it at the bottom.

Your Name(Required)

First Last

EFIN(Required)

PTIN(Required)

Business Email(Required)

Business Name(Required)

Business Address(Required)

Street Address City State ZIP Code

Mailing Address(Required)

PO Boxes will not be accepted

Street Address City State ZIP Code

Business Owner Address(Required)

Street Address City State ZIP Code

Business Owner SSN(Required)

Business Owner Driver License #(Required)

Business Owner Driver License State(Required)

Business Owner Date of Birth(Required)

Business Owner Phone(Required)

Upload the ACH Form(Required)

Max. file size: 10 MB.

Upload Your ID(Required)

Max. file size: 10 MB.

Upload the W9 Form(Required)

Max. file size: 10 MB.