First Name *

Last Name *

Email *

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Facebook URL

Where did you hear about ExpertPrep Solutions? *

TPSA Group
Other Facebook Tax Group
An ExpertPrep Solutions Partner
Facebook
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Other
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Which best describes your current level in the tax industry? *

I’m brand new
I’ve filed a few returns
I already have a tax business
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Which of these do you currently have in place? *

PTIN
EFIN
Existing clients
A system for tracking clients
A team
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Do you currently prepare taxes for paying clients? *

Yes
No
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Do You Need ERO Application Assistance? *

Yes
No
I’m not sure what that is
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What are you trying to do right now? *

Learn how to prepare taxes
Start my own tax business
Grow my current tax business
Build a team
Create better systems
Increase profitability
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What is your income goal for the upcoming tax season? *

Under $10,000
$10,000–$25,000
$25,000–$50,000
$50,000–$100,000
$100,000+
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What is the biggest thing you need help with right now? *

Which best describes you right now? *

I’m ready to get started immediately
I’m serious but still comparing options
I need a little more information first
I’m just exploring
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Are you prepared to invest in your tax business within the next 7 days? *

Yes, I’m ready to invest now
Possibly, depending on fit
No
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Which system setup are you most interested in? *

GHL subaccount through ExpertPrep Solutions ($70/month)
My own GoHighLevel account ($95/month)
My Own Subscription via Jotform
I’m not sure yet
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How do you plan to operate your tax business this upcoming season? *

I plan to work solo
I plan to build a team
I already have a team
I’m not sure yet
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Please select all to confirm alignment: *

I understand this mentorship is an annual commitment

I understand training begins August 24th, 2026

I am willing to follow a structured system and training process

I understand I must attend training using a laptop, desktop, or tablet (not a phone)

I will attend training using a laptop, desktop, or tablet

On a scale of 1–10, how committed are you to making this work? *

Not VeryExtremely

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