The SMB Tax Strategy Solution

We are excited that you are interested in becoming THE next Tax Strategy Expert!

STEP ONE: APPLICATION

Complete and submit the questions below so we can learn more about you and your firm.

STEP TWO: CONFIRM THE PROGRAM IS A FIT

Watch a replay of our information session from our spring preview session

Schedule a 20 minute personalized call with Josie to ask all of your questions and make sure it is a good fit for you.

Name *

Email *

How long have you been a firm owner?

Less than one year

1-3 years

More than 3 years

I do not own a firm

How many employees do you have?

Solo (just me)

2-4

5-10

More than 10

How many clients do you serve?

Less than 50

50-150

151-500

More than 500

Do you currently offer tax planning as a service?

Yes

How many years have you prepared business tax returns?

Less than 2 years

3-5 Years

More than 5 years

I do not prepare tax returns

How did you hear about us?

Online Search

Facebook

Instagram

Profitable Lifestyle Firm Summit

Referred by a friend or colleague

Please let us know who referred you so we can thank them.

What is the number one problem that you need to solve at your firm?

What is the biggest challenge you face with tax planning and tax strategy?

Would you like to watch a replay of the preview session or schedule a personalized call?

Watch the preview replay session

Schedule a personalized call

*You will be directed to the preview replay or scheduling page in the next step