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It requests the preparer’s license type and duration, address of tax service location, work structure, and any relationship to the borrower or business. 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What type of license do you hold?  \n􀀀 CPA (Certified Public Accountant)  \n􀀀 EA (Enrolled Agent)  \n􀀀 CTEC registered tax preparer (California Tax Education Council)  \n􀀀 PTIN (Preparer Tax Identification Number)  \n2. How long have you held your license?   years   months  \n3. Address where your tax preparation services are performed:    \n4. What is the nature of your work structure?  \n􀀀 A – I own a tax preparation business  \n􀀀 B – I work for a tax preparation business I do not own  \n􀀀 C – I work independently and are not associated with any business  \n5. If selected 4A or 4B, what is the name of the business?    \n6. If selected 4A or 4B, how long have you owned or worked for this business?   years   months  \n7. Do you have any relation or affiliation with the borrower or business? If yes, please explain   \n8. Have you reviewed the borrower’s most recent business financials statements or working papers provided by the borrower and/or filed/reviewed the borrower’s most recent tax returns? Y or N?    \nInformation related to the Borrower:  \n1. How long have you filed and/or reviewed the borrower’s self-employed tax returns?   years  \n2. What is the name of the borrower’s business?    \n3. How long has the borrower been self-employed?    \n4. How long has the business been open?    \n5. What percentage of ownership does the borrower have in the business?   5a. If less than 100% please provide the name(s) of the additional owners:  \n____________________________________________________________________________________________  \n6. Will the use of business funds impact the business?    \n7. Is the borrower required to have a business license?    \n8. Provide a brief description of the borrower’s business, including how income is generated, cost of goods/services sold, marketing, and labor (employees/other):  \n9. What is the business expense ratio?    \n10. Provide a detailed explanation of any P&L expenses which are not applicable to the borrower’s business, if any:  \n11. Do you attest to the accuracy of the P&L and that financials were reviewed in the preparation of the P&L? Please enter N/A if you did not complete a P&L    \nBy signing below, I acknowledge and understand the instructions and definitions, and have accurately represented them to the borrower’s business on this form:  \nSignature:   Printed Name:    \nLicense Number:   Phone Number:   Type: Cell  Land Line   \nEmail:   Date:    \nNMLS \\#812294 Community Savings, 425 Main Street, Caldwell, OH 43724. The information contained herein is provided to assist real estate mortgage lending professionals and is not an advertisement to extend credit directly to consumers. © 2025 Community Savings. All rights reserved.  \nver.04182025","cbCaibBv6cXzr0UV","https://ap.wps.com/l/cbCaibBv6cXzr0UV","pdf",151579,"English","# Tax Preparer Information\n## License and Work Structure\n# Borrower Information\n## Self-Employment and Business Details\n# Declarations and Sign-Off","[{\"question\":\"What preparer license types does the questionnaire ask about?\",\"answer\":\"It requests the preparer’s license type, including CPA, EA, CTEC-registered tax preparer, and PTIN.\"},{\"question\":\"What borrower information must be provided regarding self-employment?\",\"answer\":\"The questionnaire asks how long the borrower has filed and/or reviewed self-employed tax returns, the business name, self-employment duration, and how long the business has been open.\"},{\"question\":\"How does the form address business expenses and P\\u0026L accuracy?\",\"answer\":\"It asks for the business expense ratio, requires a detailed explanation of any P\\u0026L expenses not applicable, and includes an attestation regarding the accuracy of the P\\u0026L and that financials were reviewed.\"}]","Tax Preparer Questionnaire - License and Business Information | PDF",1790413956]