Star Lite Application

Full Name *

Email *

Phone *

DOB: *

Social Security Number *

Business Address

Business EIN (if applicable)

Business 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 *

Star Lite

$499

Fully Built CRM System

$300 setup (first month), then $75/month. Includes custom intake forms, lead tracking appointment calendar and automated workflows designed for tax professionals.

Subscription

$75

Starter Digital Tool Kit

Includes intake forms, pricing guide, IRS compliance checklist, due diligence documents, content prompts, and startup checklists- all in one place to help you launch confidently.

$147

Branding Kit

Includes logo, tax business flyers, business card designs, and social media graphics to help you show up like a pro.

$150

I agree to terms and conditions provided by the company. I agree to receive notification and/or marketing messaging from Horizon Star Tax Solutions 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.