Current
PTIN.
Paid federal tax return preparers must have their own current PTIN. Partnership does not replace that requirement.
- Current PTIN required
- Identity and business information required
- Application subject to review
PARTNERSHIP / NO EFIN PATHWAYNo EFIN yet?
No EFIN yet?
You still have a path forward.
Designed for paid tax preparers who have a current PTIN but do not yet have their own EFIN. Approved participants can enter the Right Choice partnership pathway with software access appropriate to their status.
$199ONE-TIME ENROLLMENT FEE
Start Partnership ApplicationPTIN HOLDER / NO EFIN
Build your business.
With a pathway.
With a pathway.
PTINPARTNERSHIPSUPPORT
APPLICATION REQUIRED ↗
NO EFIN
TO APPLY ✳
TO APPLY ✳
WHO THIS IS FORIndependent ambition.
Independent ambition.
A structured partnership.
A pathway for preparers who are ready to operate professionally but do not yet hold their own EFIN.
Current
PARTNERSHIP PATHWAY
02 / NO PERSONAL EFIN YETStart without
your own EFIN.
Approved partners may operate within the Right Choice firm/ERO structure as permitted by applicable IRS and provider rules.
- No personal EFIN required to submit an application
- Right Choice does not transfer, sell, or give ownership of its EFIN
- Software/provider setup follows the approved partnership arrangement
Your clients.
Your work.
Partners remain responsible for lawful return preparation, due diligence, accurate information, credential security, and compliance with applicable requirements.
- Professional responsibility remains with the preparer/business
- Compliance and onboarding required
- Provider/bank requirements may also apply
HOW IT STARTS$199 enrollment.
$199 enrollment.
Application and approval required.
The public enrollment fee is $199. Additional operational and service fees, software limitations, and program terms are disclosed in the partnership application and agreement. Nothing on this page guarantees approval, filing privileges, or unrestricted software access.
Apply for Partnership