Email signature
Email signature for Tax Preparers
Tax preparers live by deadlines, and the signature is prime real estate for nudging clients toward the next one. Your PTIN and a secure upload link belong here too, since email is exactly where sensitive returns get requested.
What matters in a tax preparer signature
- ✓ Include your PTIN so clients and the IRS can verify you're an authorized preparer.
- ✓ Link to a secure upload portal — never invite clients to email W-2s as attachments.
- ✓ During filing season, add a deadline-reminder line to reduce last-minute scrambles.
Build your tax preparer signature
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