Tax Bootcamp Application & Intake Form
Thank you for your interest in our Tax Bootcamp! This program is designed for new EFIN holders and tax professionals looking to grow their business with advanced AI systems, partner expansion opportunities, and in-depth training on TaxSlayer software. Please complete this form so we can better understand your background and goals, and ensure we provide the most valuable experience possible.
Personal & Business Information
Please kindly fill all information correctly
Full Name
*
First Name
Last Name
E-mail
*
Your primary contact for all bootcamp updates, resources, and materials.
Phone Number
*
A mobile number where we can reach you for important communications.
Business Name
The registered name of your tax practice or business.
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tax Professional Information
EFIN Status
Please Select
New EFIN Holder (within the last 12 months)
Existing EFIN Holder
Pending EFIN Application
I do not have an EFIN yet
This helps us customize the training to your experience level.
TaxSlayer Experience
Please Select
Beginner (no experience)
Some experience (used for 1–2 tax seasons)
Proficient (regularly use it in my practice)
Assists us in setting the right pace for the TaxSlayer training segment.
Years of Experience in Tax Preparation
Please enter a Enter the number of years you have been preparing taxes. (If you’re new or awaiting EFIN approval, enter “0.”)valid phone number.
Your Bootcamp Goals
Primary Goals for Attending
Learn about AI systems and automations for my practice.
Expand my tax partner network.
Master TaxSlayer software.
Receive company syllabus and onboarding documents.
Establish a proven system for my new tax business.
Other
Biggest Current Challenge in Your Tax Business
Share your main business challenge (e.g., client acquisition, workflow efficiency, technology adoption, etc.) so we can address it during the bootcamp.
AI Tools & Systems of Interest
List the AI tools you’d like to learn about (e.g., automated data entry, client communication bots, marketing automations, etc.).
Acknowledgment & Submission
Terms & Conditions
Confirm that you have read and agree to the Tax Bootcamp’s Terms & Conditions.(Insert Terms & Conditions link here)
How Did You Hear About Us?
Please Select
Social Media (Facebook, Instagram, LinkedIn, etc.)
Referral
Online Ad
Email
Other
Name of your Referrer
*
Please Select
Brandy Rudolph
Daneshia Glee
Sherece Schofield
Jaime Johnson
Final Comments or Questions
Provide any additional information, questions, or special requests.
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