Class enrollment

Class Enrollment Agreement

Date of Agreement *

The Comprehensive Individual Federal Income Tax Course is a 68-hour (70 hours when Orientation is included) course that involves a basic study in the preparation of federal income tax returns. By enrolling in this course, I accept this agreement as a binding contract between COMPRO-TAX, Inc. (CTI) and ME. My enrollment entitles ME to all of the privileges outlined in this agreement and the course Syllabus. Upon satisfactory completion of this course, as viewed by MY instructor(s), acknowledgment of this fact will be made available to ME with a certificate of successful completion issued by CTI.
Personal Information to be Completed in ALL Cases if Known: (If not known or available, please enter “N/A”.
First Name *

Middle Name

Last Name *

Mailing Street Address *

City *

State *

Zip *

Personal Email Address *

Social Security Number *

CTI Email Address

Date of Birth *

Primary Phone Number *

Alternate Phone Number

Emergency Contact Name

His/Her Address

City/State

If New to CTI, Who were you Recruited By? First Name

Middle Name

Last Name

EFIN

EFIN Currently Active? *

Yes

PTIN

Were/Are you a CTI Affiliate? *

Yes

Broker's Name

Immediate Up-Line Manager's Name

Are You current with all of your Federal Tax filing obligations, both personal and business? *

Yes

Are You under current indictment or have you been convicted of any Federal or State crime? *

Yes

If you were convicted of a crime, please explain below.

CTI SCHOOL REFUND POLICY:

Full refund allowed within 72 hours of the date that the total fee (or part thereof) is paid. If for some reason this payment is made less than 72 hours before the start of the first class session, the 72-hour period is reduced to the actual time from the date and time that said payment is made and the date and the time of the start of the first class session. The first class session is the session following Orientation for the student’s class choice.

• 90% refund allowed after the first class session has begun and all time before the second class session has begun. 
• 75% refund allowed after the second class session has begun and all time before the third class session has begun.
• 50% refund allowed after the third class session has begun and all time before the fourth class session has begun. 
• 25% refund allowed after the fourth class session has begun and all time before the fifth class session has begun. 
• No refund is allowed to any student who has not requested a refund by the time the fifth class session has begun.

This refund policy holds true whether or not the student attends the session(s). Unless this course is cancelled by COMPRO-TAX, Inc., the stipulations above will be strictly adhered to. If the course is cancelled by COMPRO-TAX, Inc., student will be entitled to a full refund at all time before the tenth class session has begun. After which, a 50% refund will apply. All payments accepted on dates and/or in amounts other than as stipulated in this agreement are considered favors by COMPRO-TAX, Inc. or its authorized representative. Such favors are not intended to alter the agreement. Thus, amounts not paid when due are deemed earned by COMPRO-TAX, Inc.

This refund policy only applies to the class portion of the purchase. It does not apply to other items or purchases. There are no refunds on other items purchased, all sales are final.

ENROLLMENT TERMS: 
This agreement is binding upon acceptance by the instructor or other authorized representative of COMPRO-TAX, Inc. Acceptance is made on the date and at the time that the student has signed the agreement along with the instructor or other CTI authorized representative and paid the required fee. This action is considered to have been taken on or before the deadline for complete registration published for the year of this agreement.

COMPRO-TAX, Inc. reserves the right to modify curriculum, but not to raise the fee for the course, if it is deemed necessary to improve the student’s education.

Student Signature *

Date - Student Signature *

CTI Instructor or Certified Rep Signature

Date - CTI Instructor or Certified Rep Signature

Email Address - CTI Instructor or Certified Rep Signature

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