MTS Agent General Information

Thank you for your interest in Max Tax Solutions Please complete the following:

Next Steps to Complete Your Enrollment

  1. Complete the MTS General Application
    Please fill out the MTS General Application below in full.

  2. Apply for Your Required IRS PTIN DEADLINE DECEMBER 31
    All tax return preparers must obtain a PTIN from the IRS. Learn More!
    Visit the link below to get started:
    https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers

    After You Applied for Your PTIN Number: 

  3. You should receive a PTIN Approval Letter. Email that letter to: maxtaxsolutionsagency@gmail.com 

  4. Submit Your IRS W-9 Form
    To receive commission payments, we are required to have a completed IRS W-9 form on file. Please click the link, download the fillable form, complete it, and email it to: maxtaxsolutionsagency@gmail.com or Fax:

  5. IRS W-9 Download:
  6. https://w9-taxform.com/wp-content/uploads/2025/07/2025-w9-form-rev-march-2024.pdf

 

General Information

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Tax Information

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