Service Bureau Co-Branding Application

Business Name *

Desired URL Prefix *

Support Email *

Support Phone Number *

Full Name *

Principal Title *

Address

Street Address *

City *

State *

Country *

Postal Code *

Multi-Factor Authentication (MFA) Information

To ensure the security of your account and sensitive data, we implement Multi-Factor Authentication (MFA) as an added layer of protection. Primary phone number where the contact of the company can be reached. THIS IS FOR INTERNAL USE ONLY. Verifcation codes will be delivered here for security purposes.

Phone *

Email *

EFIN #

Upload EFIN Summary Letter

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Company Logo (png or psd format)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

I certify that the information provided on this application is truthful and accurate. I understand that providing false and misleading information will be the basis for the rejection of my application.

Signature *

Clear

Pick Your Product *

👑 Legacy of Prosperity (Scale + Ownership) SB

$2497

$799

Digital Tool Kit

Includes PDF only intake forms, pricing guide, IRS compliance checklist, due diligence documents, start-up checklist, SOPs

Bonus: Package of marketing materials

$397

$47

By checking this box, I consent to receive non-marketing text messages from Prosperity Rose Tax and Financial Services. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Prosperity Rose Tax and Financial Services at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.