Retired

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)

Credentials

You must have a PTIN number and have at least one of the following:

  1. Enrolled Agent

  2. CPA

  3. Lawyer

Specialty

You should have at least 1 but not more than 3 tax specialties that you will be utilizing.

Agreement

You must read, fill out, and sign the consulting agreement.

Click here to download

Agreement