Enrolled Agent Form Enrolled Agent Form Enrolled Agent Form Name * First Last * Last Email * Phone Years of Service (Time in Field) Business Name Business Location Business Title Owner/CEOCo-OwnerTax AgentEAFinancial AdvisorTax ConsultantAccountant Firm Size Annual Revenue Under $100,000$100,000 - $250,000$250,000 - $500,000$500,000 - $1MOver $1MUnknown Opportunity Level HotWarmCold Firm Size Client Load Under 200200 - 500500 - 1,0001,000+ Internal Notes Submit If you are human, leave this field blank.