Let's capture where you are on your tax-preneurial journey so we can maximize your session!
Once complete, you will be able to schedule your Discovery Call.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Social Media Handle
*
Provide the Social Media Page you market your tax business on the most
Do you currently own a tax business OR prepare tax returns for compensation?
*
Yes
No
How long have you been running your tax business?
*
Less than 1 year
1-2 years
3-5 years
6+ years
Do you have your Electronic Filing Identification Number (EFIN)?
*
Yes
No
How many tax clients do you average per tax season?
*
1-50
51-100
101-500
500+
How many tax clients do you WANT to average per tax season?
*
1-50
51-100
101-500
500+
Are you profitable during the tax season?
*
Yes
No
What aspects of your tax business do you feel need improvement? (See below for options)
*
Marketing
Pricing
Building A Team
Due Diligence
Bank Products
Individual Tax Preparation
Tax Preparer Credentials
Implementing Systems
Business Planning
Professional Tax Software
Contracts
Automation
If you were presented with a solution to eliminate your obstacles and were provided with a step-by-step guide to build & grow a profitable & sustainable tax business, would you make an investment to reach your goals?
*
FOR SURE - I've been struggling for too long!
YES - If there is a payment plan
NO - I want to continue to get mediocre results
Thanks for completing the Mind Your (tax) Business questionnaire. Once you submit, you'll be able to schedule your Discovery Call!
Please ensure to choose a date and time that works best for you. If you miss this call, you will not be accepted into any of our programs & lose the opportunity to work with us at any point in the future.
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