Legacy Accounting and Tax Services - LATS Tax Pro Intake Form

LATS Tax Pro Intake Form

Welcome to the LATS Tax Pro Program Application

Thank you for your interest in joining Legacy Accounting & Tax Services. Complete this application accurately so we can verify your PTIN, experience, applicable state registrations, and credentials.

Submission does not guarantee acceptance. Your compensation tier will be assigned after review. Do not submit banking information on this form.

First Name*

Last Name*

Enter the best contact number*

Primary Email*

Which Tax professional category are you applying under?

What is your preferred contact method?

What state(s) do you plan to prepare tax returns for clients in?

What is your Preparer Tax Identification Number (PTIN)?

I understand that the Developing Tax Pro compensation structure is 70% to the Tax Pro / 30% to LATs, calculated on tax preparation fees only.

Yes - I acknowledge the compensation structure

How many complete tax filing seasons have you worked as a paid tax preparer?

Less than 1 completed season

1 completed season

2-3 completed seasons

4 or more completed seasons

Do you currently have an active IRS Electronic Filing Identification Number (EFIN)?

If you answered Yes, enter your EFIN, legal business name, and LATS office location. Otherwise enter N/A.

List each professional tax software platform you have used and your approximate years of experience with each.

List the federal and state return types you have prepared (for example: 1040, Schedule C, 1065, 1120-S, 1120, amended returns).

Describe any state preparer registrations (including California CTEC or New York), current continuing education, and AFSP participation. Include registration numbers and expiration dates when applicable.

Upload supporting credentials such as PTIN confirmation, EFIN letter (if applicable), CTEC/NY registration, AFSP record, or relevant certificates. Do not upload banking information.

Developing applicants: State the number of paid returns prepared, list tax training or certifications, and confirm whether you can complete LATS training and accept review of returns before submission.

Experienced applicants: State recent-season return volume, seasons completed, prior ERO or tax-office experience, and explain any compliance concerns, penalties, or e-file restrictions.

Independent EFIN applicants: Provide legal business name, EIN, EFIN, years operating, recent filing volume, office location, and the number of preparers you will supervise.

Signature Block

Applicant Certification & Signature

Signature Block

I certify that the information in this application is true and complete. I understand that submission does not guarantee acceptance, LATS will verify my PTIN, experience, registrations, and credentials, and my compensation tier will be assigned after review.

ADDITIONAL FEES AND LICENSING DISCLOSURE

I understand that the $49 LATS Tax Law Training Program fee does not include any federal or state registration, licensing, education, fingerprinting, bonding, insurance, software, bank-product, electronic-filing, or other professional expenses.

Depending on my location, experience, credentials, and selected Tax Pro category, I may be responsible for the following:

• IRS PTIN: approximately $18.75 annually
• IRS EFIN application: no IRS application fee; eligibility and suitability requirements apply
• Annual Filing Season Program (AFSP) education: approximately $39.95 electronically or $69.95 with printed materials
• California CTEC 60-hour qualifying education: approximately $129.95 electronically or $179.95 with printed materials
• CTEC new-applicant fee and processing: approximately $102
• CTEC initial registration and processing: approximately $35
• California Live Scan or fingerprinting: approximately $50–$80, depending on the provider and location
• Required $5,000 California tax preparer surety bond: approximately $25 annually; actual premiums may vary
• CTEC 20-hour annual continuing education: approximately $34.95 electronically
• Additional software, insurance, business licensing, refund-transfer, bank-product, processing, chargeback, and operating expenses, when applicable

ESTIMATED TOTAL COSTS

• Non-California Tax Pro: starting at approximately $67.75, including the LATS training fee and PTIN
• Non-California Tax Pro completing AFSP: starting at approximately $107.70
• New California CTEC applicant: approximately $409.70–$439.70 with electronic education
• New California CTEC applicant using printed education: approximately $459.70–$489.70
• California applicant requiring separate AFSP education: approximately $449.65–$479.65
• California annual renewal: approximately $113.70 when completed on time

These amounts are estimates and may change based on government fees, registration cycles, education providers, fingerprint vendors, bond companies, software arrangements, state requirements, and my individual circumstances. LATS does not control fees charged by the IRS, CTEC, education providers, government agencies, financial institutions, or other third parties.

By signing below, I acknowledge that I have reviewed and understand the estimated costs associated with becoming or remaining a LATS Tax Pro. I understand that completing this intake form, paying fees, or participating in training does not guarantee employment, independent-contractor placement, credential approval, EFIN approval, client assignments, income, or a specific number of tax returns.