PTIN Contracts Template

PTIN Contracts are pre-built legal agreements you can use to lock in your tax preparers before season even starts. This protects your office, your client list, your percentages, your payouts, your non-solicit boundaries and your compliance standards. If you’re bringing in PTIN holders under your EFIN this season, this stops the confusion, the assumptions, the income arguments and the “I didn’t know” excuses later. One document. One set of rules. The contract makes sure everyone is aligned and protected so you can run a clean, tight, profitable season without drama.