SEED 60/40 APPLICATION

Full Name *

Email *

Address

Street Address *

City *

State *

Country *

Postal Code *

Phone *

Date of birth *

Social Security Number *

Please upload a copy of your government-issued identification (Driver's License, Passport, or other official ID): *

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

PTIN # *

Upload PTIN Summary Letter *

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

EFIN # (if applicable)

Upload EFIN Summary Letter (if applicable)

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

Bank Information

Bank Name *

Routing Number *

Account Number *

Referral Source

Sell Products *

🌱 Seed of Prosperity

$497

$97

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

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

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.