Name
*
First Name
Middle Name
Last Name
E-mail
*
example@example.com
Instagram/Facebook handle(s)
*
Phone Number
*
-
Area Code
Phone Number
Which best describes you right now?
*
• I want to start a tax business
• I already prepare taxes
• I have a PTIN but need guidance
• I own a tax business
• I run a service bureau
• I’m exploring opportunities in the tax industry
How long have you been in the tax industry?
*
• I’m brand new
• Less than 1 year
• 1–3 years
• 3–5 years
• 5+ years
What is your main goal right now?
*
• Learn how to start preparing taxes
• Grow my tax business
• Become an ERO
• Start a service bureau
• Scale my existing service bureau
• Learn tax strategy for my clients
What best describes your current income from taxes?
*
• $0 — I haven’t started yet
• $1k–$10k
• $10k–$50k
• $50k–$100k
• $100k+
What do you hope to learn from this webinar?
*
Are you interested in mentorship or training if the webinar makes sense for you?
*
• Yes, I want mentorship
• Possibly, I want more information
• No, I just want to learn
What are your income goals for the 2026 season?
*
Agreement
*
I understand this webinar is educational and I will receive follow-up communication regarding training opportunities.
Signature
*
Submit
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