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BECOME AN OWNER
The simplest way to own and operate your own mobile tax & financial services business.
30
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1
Full Name
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First Name
Middle Name
Last Name
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2
Current Address
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Street Address
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City
State / Province
Postal / Zip Code
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United States
Afghanistan
Albania
Algeria
American Samoa
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Anguilla
Antigua and Barbuda
Argentina
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Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
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Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
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Dominican Republic
Ecuador
Egypt
El Salvador
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Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
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Guam
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Guinea
Guinea-Bissau
Guyana
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Hungary
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India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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3
Email Address
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4
Phone Number
*
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Area Code
Phone Number
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5
Are you over the age of 18?
*
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YES
NO
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6
Are you a legal citizen and able to work in the US?
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YES
NO
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7
Do you speak Spanish?
YES
NO
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8
Have you ever prepared taxes before?
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If so tell us next with who?
YES
NO
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9
Please tell us about your experience
Who did you prepare for and when?
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10
Have you or any company you've owned been convicted of a felony or been convicted of tax fraud or been assessed a preparer penalty or have unfiled tax returns or currently owe monies to the IRS?
YES
NO
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11
Please describe the situation
Give as much detail as possible
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12
Are you the owner of any other business?
YES
NO
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13
If you own another business, please provide details here
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14
What is your current job employment type?
Full time job
Part time job
Self-employed
Unemployed
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15
Please tell us what you do for a living
Brief Description
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16
Which skills are your BIGGEST strengths?
Choose all that apply
Sales
Marketing
Customer Service
Technology
All of the above
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17
Which Option Are You Interested In?
*
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What we're looking for
EXPERT MODEL
PRO MODEL
VTAX MODEL
AREA TAX DEVELOPER
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18
How many hours a week do you plan on devoting to your business?
*
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Remember what you put in is what you get out...
Full-time
Part-time
Less than 20 hrs a week
I have no ideal
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19
Who do you plan to market your new business to?
Please choose all that apply
Friends & Family
Co-Workers
Businesses
Referral Partners
All-of-the above
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20
How do you plan to market your new business?
Please choose all that apply
Person-to-Person
Social Media
Webinars
Referrals
Online
Print media
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21
What is your personal goal for the number of clients you want to prepare a day? This will help us develop a plan to help you reach your goal.
This will help us develop a plan to help you reach that goal.
1 a day or 120 for the season
2 a day or 240 for the season
3 a day or 360 for the season
4 a day or 480 for the season
5 or more a day
1 a day or 120 for the season
2 a day or 240 for the season
3 a day or 360 for the season
4 a day or 480 for the season
5 or more a day
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22
Everyone has a
WHY
. Do you know yours?
You must have a strong reason to change your habits. Are you saving toward a down payment on a second car that will make your family life easier? Or a down payment on a house so you can stop renting? "You must have a dream and a belief that you can make it come true".
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23
Why do you want to start a tax & financial services business?
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24
Chances are making extra money is at the top of the list — who doesn’t want a little extra income? But beyond that, you're
WHY
is about your inspiration and deepest motivation. What do you hope to gain from this experience?
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25
What income do you need to make your dreams happen? This is where you should think in the now — and the next. Think about short-term goals and long-term dreams, too.
WHAT ARE YOUR FINANCIAL GOALS?
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26
Everybody defines freedom differently. What kind of freedom means most to you? Is it freedom from financial worry? Or being your own boss and creating your own schedule? Or creating a new a lifestyle that you’ll find more fulfilling? MONEY BRINGS FREEDOM
. HOW DO YOU DEFINE FREEDOM?
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27
Independent Contractor Agreement
Tax Preparer Agreement
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28
Signature agreeing to Tax Preparer Agreement
*
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Terms and Condidtions
Clear
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29
I certify that the information I have provided is accurate and true to the best of my knowledge.
*
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30
Best time and date to contact you?
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To discuss next steps
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Hour
00
10
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30
40
50
10
00
10
20
30
40
50
Minutes
AM
PM
AM
AM
PM
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