TFG Team Member Application

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number* This field is required.
Please enter a valid phone number.
4
Do you have experience with tax return preparation services? Please select ALL that apply.* This field is required.
Individual Returns
S-Corp Returns
Single Member LLC Returns
C-Corp Returns
Partnership Returns
Non-Profit Returns
Trust & Estate Returns
None of the Above
5
Which type of tax preparation services do you feel the most comfortable with? Briefly describe your experience with this service.* This field is required.
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Please list the tax preparation software(s) in which you are most familiar with.* This field is required.
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Do you have experience with business accounting services? Please select ALL that apply.* This field is required.
Payroll Preparation
Bookkeeping
Financial Statement Preparation
Sales Tax Preparation
Business Personal Property Returns
Form 1099 Preparation
None of the Above
8
Which business accounting services do you feel the most comfortable with? Briefly describe your experience with this service.* This field is required.
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9
Are you familiar with QuickBooks products? Please select ALL that apply.* This field is required.
QuickBooks Desktop
QuickBooks Enterprise
QuickBooks Online
None of the Above
10
How many years of QuickBooks experience do you have?* This field is required.
1-2 years
5-7 years
10 + years
3-4 years
7-9 years
None
11
If you are familiar with any other software that may be beneficial to our team, please list below.* This field is required.
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12
Here at TFG, we value a team approach. When working in a team environment, describe the roll you most often play? How would your team members describe the role you play?* This field is required.
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Do you currently have a daily routine?* This field is required.
I make my schedule each week/tweak it daily, showing up early, color-coding my desk and feeling right on top of life and work. Planning ahead keeps me sane!
I typically try to schedule a day or two ahead then I let the day play out.
I do task when I see they need doing. I often don't follow a schedule because life is busy!
14
My friends and family would say that I am punctual.* This field is required.
Almost Never
Rarely
Sometimes
Often
Most of the time
15
I enjoy organizing my possessions and my personal space.* This field is required.
Completely false
Mostly false
Somewhat true or false
Mostly true
Completely true
16
What do you use to schedule your personal/professional days?* This field is required.
An app with high-tech features.
A combination of an old-fashioned planner and outlook calendar.
A good old-fashioned planner is all I need.
None of the above.
17
I'm unable to relax in someone else's space if it's messy/disorganized.* This field is required.
Completely false
Mostly false
Somewhat true or false
Mostly true
Completely true
18
I'm capable of working even if my environment is disorganized.* This field is required.
Completely false
Mostly false
Somewhat true or false
Mostly true
Completely true
19
You're out with a friend and you ask for a recommendation on a product or service. What do you do with the details they give you?* This field is required.
I write it down on scrap paper or make a mental note. Honestly, I'll probably have forgotten about it by the time I get home...
I ask them to text me the details - that way I'm more likely to remember it!
I add it to my TO-DO list.
I add it to my schedule for the next day so that I don't waste time. The quicker I handle it, the better!
20
I need to go out and buy items that I know I already have because I can't find them when I need them.* This field is required.
Quite often
Often
Sometimes
Rarely
Almost Never
21
I've left dirty dishes sitting in the sink for longer than a day.* This field is required.
Quite often
Often
Sometimes
Rarely
Almost Never
22
When I make resolutions, such as exercising more, I outline a plan of action.* This field is required.
Almost never
Rarely
Sometimes
Often
Most of the time
23
I set goals in my personal life.* This field is required.
Quite often
Often
Sometimes
Rarely
Almost Never
24
Typically, I return personal phone calls:* This field is required.
Immediately
Within hours
Within days
Within a week
I don't - I wait for the caller to reach me again
25
On average, I spend __________ in total each day looking for things I've misplaced.* This field is required.
more than an hour
30-60 minutes
20-30 minutes
10-20 minutes
5-10 minutes
1-5 minutes
Less than a minute
26
When I organize my things, they stay organized for:* This field is required.
A month or more.
A few weeks.
About a week.
A few days.
Less than a day.
I don't organize my things.
27
When I make plans with my friends, they know:* This field is required.
I will follow through.
I should be able to follow through, but things may come up.
I'll try hard to follow through, but they won't hold their breath.
I may not follow through - I tend to make plans that I can't always keep.
Not to count on me to follow through - I'm way too busy/scatterbrained.
28
How many drawers/boxes do you have that are dedicated purely to junk:* This field is required.
None
One
Two
Three
Four
Five or more
29
The phone company calls to ask about a past bill. You:* This field is required.
Know exactly where to find the bill.
Have an idea of where to look for the bill, but it will take a while to find.
Have no idea if you still have the bill in your possession or have thrown it away.
30
Off the top of your head, can you name 3 things that motivate you?* This field is required.
Yes
I can name 1 or maybe 2
No
31
Did you have a job in high school?* This field is required.
Yes
No
32
What were your responsibilities at this job?* This field is required.
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Give a brief description of any high school sports and/or activities in which you were active.* This field is required.
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Did you have a job in college?* This field is required.
Yes
No
35
What were your responsibilities at this job?* This field is required.
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Give a brief description of any collegiate sports and/or activities in which you were active.* This field is required.
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37
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