HER Tax Business Assessment™

1
I acknowledge and agree to the above.* This field is required.
I acknowledge and agree to the above.
2
Your Role in the Tax Industry* This field is required.
PTIN Holder (individual preparer)
ERO
Service Bureau Owner
Multiple roles
Not yet active, but planning to enter
3
Legal Business Name (if applicable)
4
Business Entity Type* This field is required.
Sole Proprietor
LLC
Corporation
Other / Not sure
5
EIN Status* This field is required.
Yes, I have an EIN
No, operating under SSN
Not sure
6
States of Operation
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other / Multiple States
7
Tax Software Used* This field is required.
TaxSlayer
Drake
ProSeries
Lacerte
Other
Not yet selected
8
Current e-file Role* This field is required.
Preparer only
ERO
Service Bureau
Not sure
9
Do any preparers work under you?* This field is required.
Yes
No
Planning to
10
How many preparers work under you?* This field is required.
1–5
6–10
11+
11
Do you have documented due diligence procedures?* This field is required.
Yes, fully documented
Somewhat, but incomplete
No formal process yet
Not sure
12
How confident are you in your current compliance setup?* This field is required.
1
2
3
4
5
Not confident
Very confident
13
Have you received any IRS notices or have compliance concerns?* This field is required.
Yes
No
Prefer not to say
14
If yes, please explain (optional)
15
Do you have written SOPs for your business?* This field is required.
Yes
No
In progress
16
Which areas are most lacking in your business? (Select all that apply)
Compliance & due diligence
Business structure
Software setup
Preparer oversight
Documentation
Scalability
Confidence in operations
17
What is your primary goal over the next 12 months?* This field is required.
Launch properly
Fix gaps in compliance
Scale my tax business
Transition to service bureau
Strengthen oversight & systems
18
What prompted you to complete this assessment?
19
I acknowledge this assessment does not constitute tax preparation, filing, legal advice, or IRS representation.* This field is required.
I acknowledge and agree.
20
I am interested in receiving recommendations and next steps.
I would like to receive recommendations and next steps.
21
My Products* This field is required.
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ORDER SUMMARY
Total costUSD
HER Tax Business Assessment™Structured assessment for tax professionals. Includes review, feedback, and eligibility for launch code or credit toward future services. Non-refundable.
$47.00Edit
Back
$47 (Standard)
$47 (Standard)
$67 (Priority Review)
Assessment Fee
Total cost $0.00
First Name
Last Name
22
Thank you for completing the HER Tax Business Assessment™.

Your responses will be reviewed, and you will receive guidance on next steps within 24–72 business hours.

Not all applicants will be a fit. If additional services are recommended, you will be contacted directly.
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