Referral Consultation - Client
Referral Consultation - Member
You must be retired from the IRS with at least 15 years of service.
(You may apply if you plan on retiring within 3 months and have submitted your retirement paperwork)
You must have a PTIN number and have at least one of the following:
You should have at least 1 but not more than 3 tax specialties that you will be utilizing.
You must read, fill out, and sign the consulting agreement.
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