Legacy Builders Tax

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Contact Information - Please provide your first and last name:* This field is required.
First Name
Last Name
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What's the best businss email we can contact you on?* This field is required.
example@example.com
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What's the best phone number we can contact you on?* This field is required.
Area Code
Phone Number
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In a sentence or two, what piqued your interest of being a next-generation tax preparer? What features or strengths of our program convinced you it's an excellent fit? Additionally, what video did you see or who contacted you from our team?* This field is required.
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What industry are your currently working in?
Education
Software Sales
Door to Door Sales
Healthcare
Non-profit
Commercial Real Estate
Car Sales
Serial Entrepreneur
Ministry
Environmental
Entertainment
Taxes/audit/accounting
Tech
Oil & Gas
Unemployed
Other
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Please list any tax preperation experience?Not a requirement, this is so we know where to place you on the team.
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How many years have you in tax preparation?* This field is required.Not a requirement, this is so we know where to place you on the team.
1 - 2 years
2 - 5 years
5 - 10 years
10 - 20 years
20+
I've never worked doing taxes
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Have you ever had any experience with tax preparation utilizing AI?Good, bad or indifferent, please let us know your experience.
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What are your annual income goals this tax season* This field is required.Meaning how long does it take your prospect to donate after speaking with them for 45 minutes -1 hour?
$10-25K
25K - 50K
50K -100K
50K - 1000K
100K-250K +
250K+
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How many clients can you bring to the table? We can provide you with a bonus for each client you successfully bring in?* This field is required.Not a requirement, this is so we know where to place you on the team.
10 Clients
20-50 Clients
50 - 100 Clients
100 - 200 Clients
200-300 Clients
300-400 Clients
400+ clients
I dont have any existing clients
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How much time can you invest a week into hitting your income goals?
Less than 10 hours
40 hours
10-20 hours
40-50 hours
20-30 hours
60+ hours
Other
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In your honest opinion, what's preventing you from hitting your income goals?* This field is required.You can select multiple answers or select "other" option to write your own answer.
Lack of time
Lack of opportunities
I haven't had the chance to work on a tax return for more than hourly using cutting-edge revolutionary tax software in the industry.
I haven't had the opportunity to work in an environment where I could earn bonuses and referral fees while preparing.
I haven't had the opportunity to engage in tax preparation and receive ongoing revenue share with a company before.
I have never owned my own company where I could collaborate with individuals possessing greater expertise, promote the business through advertising, and hire additional preparers, allowing me to generate income while pursuing my passion (Passive Income).
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How did you hear about us?* This field is required.If you came in through from a referral, please submit referral name in "other"
Facebook Ads
Cold Email or LinkedIn Outreach
Linked In Ads
Organic
Referral
Search
YouTube Content
Other
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Where you referred by anyone? Please tell us who referred you.
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PTIN NumberDo you have an existing one? If you don't you can get one in 15 minutes.
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Social Security Number* This field is required.You must have a valid social.
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EFINIF your do not have one put n/a
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BUSINESS NAME (DBA OR LLC)IF your do not have one put n/a
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EINOr Business Tax ID if its N/A put N/A, you can get one in 10 min
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What is your LinkedIn profile link?* This field is required.You can go to linkedin.com, click on your picture on the right , then hit view profile. That will give you your linkedin URL.
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What is your Facebook profile link?* This field is required.If you go to your facebook profile then click on your picture in the top right it will give your profile link.
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What would you consider your most significant life achievement?
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We get 100's of applications a month. In a sentence or two... what are a few good reasons as to why we should work with you?* This field is required.BTW: We love working with passionate and committed people who have a clear vision.
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How soon can you start?Videos are in the software and training on outstanding question will be in the group interview.
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Drivers Licence
First Name
Last Name
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