First Name
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Last Name
*
Phone
*
Email
*
City
*
State
*
What is your tax preparation experience?
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I'm new to tax preparation.
I have some tax preparation experience.
I'm an experienced tax preparer.
I currently own a tax preparation business.
I am currently a Service Bureau.
Do you have a PTIN?
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Yes
No
I need assistance with getting one.
Do you have an EFIN?
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Yes
No
I need assistance with getting one.
What opportunities interest you the most?
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Become an individual tax preparer.
Start my own tax preparation business.
Build and manage a team of tax preparers.
Expand my existing tax business.
Become a Service Bureau (Tax Software Reseller)
Which services are you interested in?
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Tax Software & Training
Website & Branding Assistance
Marketing & Advertising Support
Client Growth Strategies
CRM & Automated Follow-Up
Business Mentorship
Team Building Guidance
What is your preferred training method?
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Virtual Training
In-Person Training
Self-Paced Training
Hybrid Training
One-on-One Training
Do you currently have access to a computer and reliable internet?
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Yes
Computer only
Internet only
Neither at this time
What do you believe will be your biggest challenge in starting or growing your tax preparation business?
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Learning tax preparation
Finding customers
Marketing my services
Understanding the software
Building a team
Managing my time
Starting a business
Other
Questions or comments (optional)
If you were referred, please provide the name of the person who referred you.
I agree to be contacted by S&E Tax Solutions about tax preparation opportunities using the information provided.
*
Yes
No
Signature
*
Clear
Submit
