Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
HAVE YOU FILED TAXES BEFORE?
*
Yes, as a PTIN
Yes, personal, family, and friends, etc
No, I'm new to taxes and ready to learn
How many years of experience do you have in the Tax Industry?
How many clients you file a season?
*
0-10
10-20
20-30
30-50
50-100
100+
What role you want to perform?
*
PTIN Tax PreparerPrepare returns under my software (less responsibility)
EFIN/ERO Office OwnerOperate your own tax office, have your own software, set your preparation fees & bring on preparers (more responsibility) **don’t click if you have not PTIN experience
Service Bureau (SB)Provide software to EFIN/ERO offices, set SB fees & manage/support multiple offices (highest responsibility)**don’t click if you have no experience
Where are you located? (City,State)
*
Are you 18+?
*
Yes
No
What’s your preferred contact method?
*
Text
Email
How will you market/find clients?
*
How did you hear about NaviWise Pros?
*
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