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  • Personal Information: Have your Social Security Number (SSN), personal details, and contact information ready.
  • Business Information: Gather your business name, address, and telephone number.
  • Previous Tax Returns: Have a copy of your last filed federal tax return.
  • Professional Credentials: If applicable, have your professional credentials (CPA, attorney, enrolled agent, etc.) handy.
  • Form W-12: Fill out the online version of IRS Form W-12, PTIN Application.
  • Questions: Answer all questions regarding your tax compliance and felony convictions, if any.
  • Payment: Pay the application fee, if required. The fee can vary and is subject to change.