Tax Preparer Partnership 2025

TAX STRATEGIST 2025

COMPLETE FORM IF YOU ARE INTERESTED IN BECOMING A TAX PARTNER.
Name

First NameLast Name
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
Email Address*
example@example.com
Tax Preparer PTIN Number
DO YOU HAVE AN EFIN

YESNO
PROVIDE EFIN NUMER (OPTIONAL)
DO YOU HAVE EXPERIENCE WITH TAX WISE OR OLT TAX SOFTWARE

YESNOTRAINING NEEDED
TAX PREP PARTNERSHIP ONBOARDING TRAINING, $997

70% REVENUE WITH EFIN BANK PRODUCTS, UNLIMITED E-FILES, IN PERSON TRAINING, VIDEO TRAINING, MOBILE APP, EMPLOYEE AGREEMENTS, PROVEN 10X REFERRAL STRATEGY, ADD ON PROTECTION PLUS TAX RETURN TRAINING VIDEOS
2025 TAX PLANNER, $497

60/40 REVENUE SPLIT, IN PERSON TRAINING, VIDEO TRAINING, REFERRAL STRATEGY, TECH SUPPORT
Services to be Provided:

The Tax Preparer agrees to provide the following services to the Client:
1. Preparation and filing of federal income tax returns for the tax year 2025.
2. Preparation and filing of state income tax returns (if applicable).
3. Review of the Client's financial documents and tax records.
4. Providing tax planning advice and guidance as needed.
THIS OPPORTUNITY WILL BE AVAILABLE FOR THOSE INTERESTED IN ALL 50 STATES. TRAINING WILL BE HELD IN HOUSTON TX OCTOBER 2024 & NOVEMBER 2024. YOU MUST BE ABLE TO TRAVEL TO HOUSTON FOR THE ONBOARDING TRAINING COURSE.

We will contact you!
YOU CAN REGISTER FOR THE HOUSTON TX TRAINING IS $497. YOU WILL BE CONTACTED WITH FURTHER INFORMATION ON EXACT LOCATION AND FURTHER DETAILS TO COMPLETE ONBOARDING PROCESS FOR THE 2025 TAX SEASON. IF YOU HAVE ANY QUESTIONS WE CAN BE REACHED AT INCOMETAX@BRIGHTBEGINNINGSFINANCIAL.COM
Date

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Date
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TAX STRATEGIST 2025