Apply Now

At Kalu Institute, we make professional tax and financial training accessible through flexible payment options and one-year mentorship support. Begin your journey toward certification and business ownership today.

Tuition

Total Course Cost: $5,995.99

Enrollment Information

First name
Last name
E-mail
Telephone
Address
City
State
Zip

Questionnaire

Question Yes No
Do you have an EFIN?
Do you have a PTIN?
Are you currently with a Service Bureau or Tax Office?
Will you be a Mobile Office?
Will you be in a Physical Location?
Will you be a Virtual Location?
Have you had a felony in the last 10 years?
Is your credit score below 500?
What state are you located in?

Why We Ask These Questions?

The Internal Revenue Service (IRS) conducts a suitability check before approving any applicant for an Electronic Filing Identification Number (EFIN) under IRS Publication 3112, IRS e-file Application and Participation, and related Revenue Procedure 2007-40.

As part of this process, the IRS reviews an applicant’s criminal background, credit history, and tax compliance to ensure integrity and reliability in handling taxpayer information. Our questionnaire helps identify potential issues early so we can guide you through corrective steps if needed. Having a prior felony or low credit score does not automatically disqualify you — it simply allows us to prepare and support you in meeting IRS standards.

At Kalu Institute, we’re committed to helping every student successfully navigate this process and establish a compliant, trustworthy office or service bureau.