File under your own EFIN
Lower per-return fee
You are the Electronic Return Originator for your own firm. AscenTax Pro is the software: intake, document capture, encrypted SSN vault, review, e-signature and transmission. Your PTIN and EFIN appear on the return, your engagement letter governs the client relationship, and you keep the full preparation fee you charge.
- Your EFIN, your ERO responsibility, your client list.
- PTIN and EFIN verified once by an administrator before your account opens.
- You set and collect your own client fees; we bill you only the platform fee.
- No IRC §7216 disclosure to Ascendum is required — you are the return preparer.