Join Our Team

Team Application

Complete the application below. It should take about 5–10 minutes. Be thorough — this helps us understand your goals and determine whether Crown Legacy is the right fit for you.

Section 1 — Basic Information

Which team will you be joining? *

First Name *

Last Name *

Phone *

Email *

City

State

Section 2 — Tax Experience

Do you currently prepare tax returns?

YesNo

How many years of tax preparation experience do you have?

Approximately how many tax returns did you prepare last tax season?

Section 3 — Credentials

Do you currently have a PTIN?

YesNo

Do you currently have an EFIN?

YesNo

Do you currently own or operate a tax business?

YesNo

Section 4 — Business Goals

What are you looking to accomplish by joining Crown Legacy Financial Partners? (Select all that apply)

Learn tax preparationStart preparing taxesGrow my existing tax businessIncrease my client baseBuild a tax teamBecome an EROLearn business systemsReceive mentorshipIncrease incomeBuild leadership skillsBuild long-term wealthOther

Section 5 — Team & Leadership

Are you interested in building a team?

YesNoMaybe

Are you willing to follow company systems, training, policies, and compliance requirements?

YesNo

How much time are you willing to commit?

Are you comfortable communicating with clients?

YesNoI need training

Are you interested in leadership opportunities?

YesNoMaybe

Section 6 — Qualifying Questions

Why do you want to join Crown Legacy Financial Partners?

What are you hoping to accomplish within your first year?

What is the biggest challenge holding you back from growing your tax business?

Why do you believe you would be a good fit for our team?

What does success look like for you?

Section 7 — Application Agreement

I acknowledge that the information provided is truthful and accurate. I understand that submission of an application does not guarantee acceptance, that additional information may be requested, and that approval/onboarding is subject to Crown Legacy Financial Partners' requirements. If accepted, I agree to follow applicable tax laws, company policies, training, and compliance requirements.

CROWN LEGACY

FINANCIAL PARTNERS

More than taxes.

A Legacy of Wealth

Shekinah Coleman-Cooper

Founder & CEO

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More Than Taxes · A Legacy of Wealth

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