Contractor Onboarding | Royal Financial

Step 1 of 5

Your Profile

Tell us who you are and how you'd like to work with Royal Financial.

First name *

Last name *

Email *

Mobile phone *

Street address *

City *

State *

ZIP *

Business name (if you operate as an LLC or sole proprietorship)

Services you're able to provide *

Individual tax preparation Business tax preparation Tax resolution Bookkeeping Amended / prior-year returns State returns

Choose at least one service.

Weekly availability during tax season *

Preferred working days

Equipment and security * I have a computer with a current, supported operating system and antivirus software. I have a secure, password-protected home or office internet connection. I can use an authenticator app or phone for multi-factor authentication.

Step 2 of 5

Preparer Credentials

Every paid preparer at Royal Financial must hold a valid PTIN. We verify all credentials before granting access.

PTIN *

PTIN is the letter P followed by 8 digits.

Need a PTIN or to renew? Register at the IRS PTIN system

PTIN expiration *

Credential status *

Years of tax preparation experience *

Errors & omissions (E&O) insurance *

Need coverage? Get E&O insurance through NEXT Insurance

Tax software you've used

Drake TaxSlayer Pro ProSeries / Lacerte UltraTax Crosslink TaxWise

Anything else we should know about your experience?

Step 3 of 5

Software Setup

We'll create your login in our tax software under the Royal Financial EFIN.

Requested username *

PTIN

5-digit signature PIN *

Your PIN must be exactly 5 digits.

Confirm PIN *

PINs don't match.

About your password: for your security, we never collect passwords on a form. You'll receive a temporary password separately and create your own private password the first time you log in. Never share your password or PIN with anyone, including our team.

Step 4 of 5

Review & Acknowledge

Here's what you're agreeing to. The full agreements will be emailed to you for e-signature after this step.

Independent Contractor Agreement

You control how, when, and where you work; Royal Financial sets quality, compliance, and security standards.
You're responsible for your own taxes and will receive a Form 1099-NEC.
All clients belong to Royal Financial, and the agreement includes a non-solicitation period after it ends.
You earn 70% of the preparation fee on each return (bank product and third-party fees aren't included), paid weekly on returns paid in full.
The agreement runs 12 months; either party may end it with 30 days' written notice.
Errors and omissions (E&O) insurance is required.
A one-time, non-refundable $347 onboarding fee, paid in full or with a $150 deposit and two payments of $98.50.

I understand and agree to these terms.

Confidentiality & Data Security

Unauthorized use or disclosure of taxpayer information is a federal crime under IRC §7216.
Client files are shared only through the Royal Financial portal, never personal email or text.
Suspected breaches are reported to the Firm right away.

I will protect all taxpayer information as required.

Written Information Security Plan (WISP)

After onboarding, you'll complete our WISP security training, pass a short assessment (70% or better), and sign the WISP agreement. System access is granted after it's signed.

I will complete WISP training, sign the WISP agreement, and follow the Royal Financial WISP.

Conduct & Due Diligence

You'll complete 18 hours of continuing education each year and our bank products training, meet Form 8867 due diligence requirements, sign returns with your own PTIN, never change a return or bank details without client consent, and submit every return for Firm review before it's filed.

I agree to the Royal Financial preparer standards.

Type your full legal name as your signature *

Your signature must match the first and last name you entered.

Date

Step 5 of 5

Onboarding Fee

Your onboarding fee activates your setup. Pay today, or have it taken out of your first weekly payouts.

One-time onboarding fee

$347

Onboarding and preparer training
WISP security training
Bank products training
Tax software and client portal setup
Royal Financial systems access and support

Choose how you'd like to pay *

Pay in full$347 today Payment plan$150 deposit today, then 2 card payments of $98.50 Deposit + first payout$150 deposit today, $197 from your first payouts $0 down$397 total, all from your first payouts

Choose a payment option.

Payment plan terms: You'll pay a $150 deposit today. The remaining $197 is charged to the same card in two payments of $98.50, 15 days and 30 days after your deposit. You'll sign a Credit Card Authorization in your e-sign packet. I agree to the payment plan and authorize Royal Financial to charge my card for the two scheduled payments.

Payout deduction terms: Deductions continue from each weekly payout until the balance is paid. Anything not paid from payouts by March 1, 2027 is due that day by card or payment link. I authorize Royal Financial to deduct my onboarding fee balance from my weekly payouts until it is paid.

For your protection, we never collect your Social Security number or bank account details on this page. After payment, you'll upload your documents securely, and your W-9 is completed through Royal Payroll.

I understand the $347 onboarding fee ($397 with $0 down) is non-refundable, as described in my Independent Contractor Agreement.

Welcome to the Team

Your Profile

Preparer Credentials

Software Setup

Review & Acknowledge

Independent Contractor Agreement

Confidentiality & Data Security

Written Information Security Plan (WISP)

Conduct & Due Diligence

Onboarding Fee

You're Almost In