Classes, Software Inquiry and Events

Events, Classes, Software,Mentorship Inquiry

MWG Financial Solutions and Tax Services, LLC.

Tax Software, Service Bureau, Tax Partner/Preparer, Mentorship, Tax Class Inquiry and Intake Form

First name

Last name

Phone

Address

Business Owner and/or Tax Preparer-First name (Required, if you do not apply type N/A)

Business Owner and/or Tax Preparer-Last name (Required, if you do not apply type N/A)

Phone of Business Owner and/or Tax Preparer (Required, if you do not apply type N/A)

Email of Business Owner and/or Tax Preparer (Required, if you do not apply type N/A)

Address of Business Owner and/or Tax Preparer (Required, if you do not apply type N/A)

Business Name: LLC, DBA as listed with State (Required, if you do not apply type N/A)

Business Phone (Required, if you do not apply type N/A)

Business Email (Required, if you do not apply type N/A)

Business Address (Required, if you do not apply type N/A)

EFIN Holder-First name of as listed on EFIN Application (Required, if you do not have an EFIN type N/A)

EFIN Holder-Last name of as listed on EFIN Application (Required, if you do not have an EFIN type N/A)

Phone of EFIN Holder as listed on EFIN Application (Required, if you do not have an EFIN type N/A)

Email of EFIN Holder as listed on EFIN Application (Required, if you do not have an EFIN type N/A)

Address of EFIN Holder as listed on EFIN Application (Required, if you do not have an EFIN type N/A)

Do you own or ever have owned your own tax business?

Yes

If yes, how long have you been in business or were in business?

Have you done taxes before?

Yes

If yes, how long?

If yes, which type of returns and/or forms have you done or are familiar with?

Minimum Experience

Basic Tax Preparation

1040 Individual Tax Return

1120- S (Single Member LLC. Elected to be taxed as Corporation)

1120 Corporation Tax Return

1065 Partnership Tax Return

Schedule C Business Income and Expenses Reporting

Experienced in all returns and schedules

How are you established as a Tax Business Owner,Tax Partner,Tax Preparer, Marketer and/or Service Bureau?

Physical Location-Brick and Motar (Retail/Office Space)

Mobile

Virtual

Do you have an active PTIN (Preparer Identification Number)?

Yes

If yes, how long?

Have you ever had your PTIN (Preparer Identification Number) compromised,suspended or revoked?

Yes

If yes, when and what action was taken?

If yes, how many do you have, how long have you had it and/or when did you get one and/or when did you apply?

If yes, how many EFIN Numbers do you have or had?

Have you ever had your EFIN (Electronic Filing Number) compromised, suspended or revoked?

Yes

If, yes when and what action was taken?

Are you under or have you ever been in contract and/or breached, suspended or terminated an contract with a Tax Office/Service Bureau/Business Owner while being associated with them as a preparer whether consultant, contract or employee?

Yes

If yes, which Tax Office/Service Bureau/Business were you partnered/associated/employed/contracted with, when (from and to/start to end/ month and year), what action was taken and the outcome?

Which Tax Software have you used and worked with before? (Type N/A if does not apply)

Which version of software do you prefer?

Hosted

Cloud

Installed/Desktop

Unsure

Which tax software are you interested in?

Crosslinx

Taxslayer

Unsure

How many offices do you have? (Type N/A if does not apply)

Are you interested in having subsites (additional offices)?

Yes

Does Not Apply

If yes, how many subsites (additional offices) are you interested in or do you have?(Type N/A if does not apply)

Are you under or have ever been in contract and/or breached or terminated an contract with a software provider?

Yes

Does Not Apply

If yes, which software provider were you partnered with, when did it occur(month and year), what action was taken and the outcome?(Type N/A if does not apply)

Which banking partner are you interested in and/or do want to partner with to utilize and offer banking products?

Have you ever went through a bank audit?

Yes

Unsure

If yes, which bank were you partnered with, when did it occur(month and year), what action was taken and the outcome?(Type N/A if does not apply)

Has your banking agreement ever been terminated by a banking partner during and/or after tax season?

Yes

Unsure

If yes, which bank were you partnered with, when did it occur(month and year), what action was taken and the outcome?(Type N/A if does not apply)

Have you ever went through an IRS audit?

Yes

Unsure

If yes, why was the audit triggered and/or conducted, which tax software were you using, which banking product were you partnered with, when did it occur(month and year), what action was taken and the outcome?

What is your estimated count of tax returns processed last year to current? (Type N/A if does not apply)

What is your estimated count of tax returns funded last year to current?(Type N/A if does not apply)

What is your goal and/or estimated count of tax returns to complete this upcoming tax year?

Upload Driver License of Business Owner or Tax Preparer

Upload Driver License of EFIN Holder

Upload EFIN Accepttance Letter or Application Summary

Signature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Date

Month

Day

Year

Thank you for contacting MWG Financial Solutions and Tax services, LLC. where we are here to help you scale your tax preparation skills and business to the next level. Someone from our office will contact within 24-48 hours of receiving your inquiry to go over details concerning tax software, available packages, your options, tax partnering, mentorship, tax preparer positions and/or tax preparation classes available and any questions you may have. Thank you for your business and support.

Yes, subscribe me to your newsletter. Get news you can use, more resources and information you can utilize to scale and grow your business to the next level and use within life to met your everyday needs,ideas,vision and goals as we are more than Taxes but an Investment on Life...

MWG The Tax Zone Tax Preparation Courses powered by PurposeTax Software and Solutions Professional Tax Software

Tax Prep 101 Tax Preparation Course$99

The Tax Zone Advanced Tax Preparation Class$199

FREE Tax Software-You Are Your Biggest Investment$0

Basic Software Package for Tax Preparers/ERO$199

Pro Software Package for ERO$499

Elite Software Package for ERO and Service Bureau$799

Tax Software Pay In Season$0

Free Tax Software with 250+ Funded Bank Products (Verification Required)$0

Tax Prep 101-For those looking to enter the Tax Industry and Tax Preparers. This course will not only help and teach you in entering and staying in the Tax Industry but how to Dominate it.

The Tax Zone Advanced Tax Class-For Advanced Tax Preparers and Tax Business Owners.This course will not only help and teach you in staying in the Tax Industry but how to Dominate it.

Professional Tax Software by PurposeTax Software and Solutions Integrated by Crosslinx and Tax Slayer Let Us Help You Scale.

Book an Appointment