PTIN REGISTRATION
SERVICE BUREAUS & EROS
Get verified, get onboarded, and get to work. Complete the forms below and our team will take it from there.
VERIFY YOUR PTIN
Submit your PTIN verification so we can confirm you're cleared to prepare returns.
GET ONBOARDED
We walk you through EFIN, software setup, and compliance requirements.
SIGN ON AS A BUREAU OR ERO
Ready to run your own shop or resell software? Complete the bureau/ERO form.
PTIN VERIFICATION FORM
Complete your PTIN verification to register with B4 Financial Solutions.
Open form in a new tabSERVICE BUREAU & ERO SIGN-ON
Ready to sign on as a service bureau or ERO? Fill out the onboarding form and we'll get your agreement and software access started.
Open form in a new tabWEBINAR REMINDERS & MENTORSHIP UPDATES
Join the list and get Friday webinar reminders, mentorship openings, and tax-season strategy straight to your inbox.