Tax Pro Education Interest Form

Tax Pro Education Interest Form

Please provide your details and goals to help us understand your needs and aspirations.
Basic Information
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
City & State*
Current Experience Level
Which best describes your current situation?*

No experience, just exploringStudying tax preparationNew tax preparer (0–1 years)Experienced preparer (2+ years)
Do you currently have a PTIN (Preparer Tax Identification Number)?*

YesNo, but I plan to obtain oneNot sure what that is
Have you prepared tax returns before?*

Yes (professionally)Yes (for friends/family)No
Goals & Intentions
What motivated you to pursue tax preparation or financial services?*
What is your primary goal over the next 12 months?*
What does success look like for you in this industry?*
Which of the following best describes your intention?*

Start a tax businessJoin a teamBuild a side incomeTransition into full-time entrepreneurship
Commitment Level
How soon are you looking to get started?*

ImmediatelyWithin 30 daysWithin 60–90 daysJust exploring
How many hours per week can you realistically commit?*

5–10 hours10–20 hours20+ hours
Are you open to investing in education and mentorship?*

Yes, I’m ready to invest in myselfPossibly, depending on valueNot at this time
Challenges
What challenges are currently holding you back?
What has stopped you from getting started or growing sooner?
Fit & Alignment
Why are you interested in Master Your Craft specifically?
What do you feel you need most right now?*

Structure & guidanceTechnical tax knowledgeConfidenceBusiness strategyAll of the above
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Tax Pro Education Interest Form

Basic Information

Current Experience Level

Goals & Intentions

Commitment Level

Challenges

Fit & Alignment