Tax Preparer Employment Verification Form

Streamline Tax Preparer Employment Verification with Paperform

Whether you're an accounting firm vetting new hires, a financial services company conducting due diligence, or a tax preparation franchise verifying contractor credentials, this Tax Preparer Employment Verification Form provides a comprehensive, professional solution for confirming the qualifications and standing of tax professionals.

Built for accounting firms, tax services, and financial institutions

This template captures everything you need to verify a tax preparer's credentials: their IRS Preparer Tax Identification Number (PTIN), annual return volume, specializations, professional liability coverage, and employment history. The form structure ensures you collect consistent, complete information every time—eliminating back-and-forth emails and incomplete documentation.

Paperform's conditional logic adapts the form based on responses, showing follow-up questions only when relevant. If a preparer indicates they hold an EA, CPA, or other credential, additional verification fields appear automatically. This smart branching keeps the form concise while capturing comprehensive detail.

From verification to onboarding in one workflow

Beyond data collection, connect this form to your existing systems using Stepper (stepper.io) to automate what happens next. Route submissions to hiring managers for review, trigger background check requests, update your HRIS or applicant tracking system, and send conditional approval or follow-up emails—all without manual data entry.

For firms that need signed attestations or employment agreements after verification, Papersign (papersign.com) lets you turn approved submissions into contracts ready for eSignature, keeping the entire hiring workflow connected and compliant.

Trusted by tax and accounting professionals

With SOC 2 Type II compliance, customizable branding, and secure data handling, Paperform gives accounting firms and financial institutions the confidence to digitize sensitive verification processes. The form works beautifully on any device, embeds seamlessly into your careers page or internal portal, and integrates with tools like Google Sheets, Airtable, Slack, and your CRM.

Whether you're verifying credentials for seasonal hires, building a vetted contractor network, or conducting annual compliance checks, this template helps you maintain professional standards while moving faster.