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Background Check Request Form


To be eligible to use our tax software, ALL preparers are required to do a 2021 background check. We use a 3rd party company by the name of Clear Checks to do the check.

Specifically, we are looking for financial, tax and/or insurance fraud. Writing bad checks, unless perpetual, will not disqualify you.

It is required to complete all questions below to be eligible to defer your background check fee. Do not skip a question, please.

Enter format mm/dd/yyyy
Product total
Options total
Grand total