I am a US based tax preparer with an active PTIN currently waiting for my IRS EFIN approval to finalize. In the meantime I am looking for an experienced tax preparer or small firm with an active EFIN who can review and transmit a few individual tax returns.
The returns will already be prepared by me. I mainly need someone who can perform a brief review and transmit using their EFIN.
Typical returns include:
• Form 1040
• Married Filing Jointly
• Schedule C small business income
Important notes:
• I remain the preparer of record using my PTIN
• You would act as the transmitting firm using your EFIN
• Client relationship remains with my firm
This will likely start with a small number of returns but could expand if the collaboration works well.
When applying, please include:
• Confirmation that you have an active EFIN
• Tax software you use (Drake, ProConnect, Lacerte, etc.)
• Your typical fee for review and transmission
A bit about me: I’m a tax preparer with an active PTIN currently finalizing my IRS EFIN application. I also recently started as a Staff Accountant at ABC and maintain a small number of tax and bookkeeping clients. I’m looking to build a collaborative relationship with another preparer while my EFIN approval finishes processing.
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