Consultation
We learn about your business structure, current status, and where you need help.
Free EFIN Application Guidance
Get Your EFIN With Clarity and Confidence
You do not have to figure out the IRS e-file application alone. SwiftFP provides one-on-one guidance to help tax professionals understand each step, prepare correctly, and avoid common application mistakes.
Personal GuidanceWork with someone who understands the process.
Application ReviewCatch common mistakes before moving forward.
Tax-Industry SupportBuilt specifically for tax professionals.
You Are Not Alone
The EFIN Process Can Feel Complicated. We Make It Manageable.
Many new tax business owners know they need an EFIN, but they are unsure where to begin, what information the IRS needs, or how the different steps fit together.
Our goal is simple: help you move through the application with a clear plan and confidence in every step.
Guided Application
We walk through the IRS e-Services application with you and explain each section.
Accuracy Check
We help you review key business details so they align with your IRS records.
Next-Step Support
We explain fingerprinting, suitability review, and what to expect after submission.
How It Works
A Clear Path From Preparation to Submission
We organize the process into practical steps so you always know what comes next.
Confirm Readiness
Review your EIN, legal business name, address, identification, and access to IRS e-Services.
Complete the Application
Work through the e-file provider application with personal guidance and clear explanations.
Complete Requirements
Follow the applicable identity verification, fingerprinting, and suitability steps.
Track Your Progress
Understand what happens after submission and how to monitor your application status.
Prepare Before Your Appointment
What You Should Have Ready
✓
IRS-issued EIN
Have your EIN letter and allow time for newly issued or corrected EIN records to process.
Have your EIN letter and allow time for newly issued or corrected EIN records to process.
✓
Business information
Your legal business name, address, entity type, and responsible-party details.
Your legal business name, address, entity type, and responsible-party details.
✓
Personal identification
Current identification and the information needed for identity verification.
Current identification and the information needed for identity verification.
✓
IRS and ID.me access
Access to your existing accounts and authentication method, when applicable.
Access to your existing accounts and authentication method, when applicable.
Client Experiences
Why Tax Professionals Choose SwiftFP
See what tax professionals say about receiving clear, thorough, and supportive EFIN assistance.
Common Questions
EFIN Assistance FAQ
Straightforward answers to help you understand the service before scheduling.
What is an EFIN?
An Electronic Filing Identification Number is issued by the IRS to approved e-file providers. A tax office generally needs an active EFIN to transmit client returns electronically through professional tax software.
Does SwiftFP issue or approve EFINs?
No. The IRS issues EFINs and makes all approval decisions. SwiftFP provides independent guidance to help tax professionals understand and complete the application process.
Is the EFIN application free?
The IRS does not charge an application fee for an EFIN. Other costs may apply to supporting requirements or third-party services depending on your situation.
How long does approval take?
Processing time varies based on the application, suitability review, fingerprinting requirements, and whether the IRS needs additional information. Apply as early as possible before tax season.
What happens during my appointment?
We review your readiness, help you navigate the application, explain required information, and identify the next steps based on your circumstances.
Schedule Your Appointment
Start Your EFIN Application With Support
Choose a convenient time below. We will help make the process clear, smooth, and manageable.
By scheduling, you acknowledge the EFIN assistance terms of service.
Ready to Take the Next Step?
Get the guidance you need to move forward with your EFIN application.
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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