Foundation Application

Full Name *

Address

Street Address

City

State

Country

Postal Code

Email *

Phone *

DOB: *

Social Security Number *

Business Address

Business EIN (if applicable)

Business Name *

If you do not have a business name yet, enter first and last name

Please upload a copy of your government-issued identification (Driver's License, Passport, or other official ID):

Driver's License / State ID / Passport

Which Tax Software Do You Prefer to Use?

Bank Product You Prefer

EFIN # (if applicable)

Upload EFIN Summary Letter

PTIN #

PTIN Summary Letter

Bank Information

Bank Name

Routing Number

Account Number

Add-On Options

Referral Source

I certify that the information provided on this application is truthful and accurate. I understand that providing false and misleading information will be the basis for the rejection of my application.

Clear

Signature

Choose Product and add ons below *

Foundation Package

$297

I agree to terms and conditions provided by the company. I agree to receive notification and/or marketing messaging from Pinnacle Tax Group at the phone number provided above. I understand I will receive up to 10 messages a month, data rates may apply, reply STOP to opt out.