SBS Tax Team- Interest Form

1

Which Tax Partner Referred You?

Katrina Wilson, Senior Partner

Tamika Mitchell, Senior Partner

Amber Bodwin, Senior Partner

Laura Frazier, Junior Partner

2

Name* This field is required.

First Name

Last Name

3

Email

example@example.com

4

Phone Number

Please enter a valid phone number.

5

How many years of experience as a tax professional?

1-3 Years

4-6 Years

7-9 Years

10+ Years

6

Do You Have Credentials?(E-File Tax Returns)

PTIN (Preparer Tax Identification Number)

EFIN (Electronic Filing Identification Number)

Both (PTIN & EFIN)

7

Did You Work With Another Tax Firm This Past Tax Season?

Yes

No

8

If “Yes” what’s the reason for leaving?

9

Are You In A Contract With Another Tax Firm?

Yes

No

10

Virtual Tax Training Starts October 21st-December 18th (Tuesday & Thursdays)Will You Be Able To Attend?

Yes

No

11

Do you own a laptop?

Yes

No

12

Are you teachable and coachable?

Yes

No

13

Questions?