You have successfully submitted your WISP intake form.

It will take us a few days to put everything together as we are very busy during this time of year.

You will receive an email copy with an attachment of the completed WISP.

It will arrive before tax season starts for compliance and you will get an email from the PTIN Security Group in a week or so for certification. There is nothing else required on your part at this time.

Schedule Assistance

If you ran into some issues during the WISP creation process, you can schedule a time to speak with a Certified WISP Specialist to go over any issues that you may have run into.


Spots are limited, if you cannot make the appointment, please cancel ahead of time.

PLEASE BE SURE TO CHECK SPAM & JUNK BEFORE REACHING OUT! 99% of the “I never received my WISP” emails we get can be found in spam.


It will arrive from [email protected]