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Getting Started
| Documents Required to Get Started | The initial documents needed are: Contractors: *Driver’s License/ID *SSC * PTIN EROs * Driver’s License/ID * PTIN *SSN *EFIN Summary NOTE: You MUST submit any extra documentation if required by Keystone Tax Solutions. |
| Onboarding Process | Step 1: Identify business structure. |
| Step 2: Obtain or Renew PTIN | |
| Step 3 : Complete Get Started Form | |
| Step 4: Review, Complete, and Submit: Application, Contract & Signature Documents | |
| You must complete an application and contract with Keystone Tax Solutions as a part of your on-boarding process. Once your application is compete, you will be required to submit necessary documentation along with signing a contract with Keystone Tax Solutions. | |
| Step 5: Onboarding: Office Set Up & Training | |
| Step 6: You’re ready to unlock your potential! |