Client Intake Form 2024
Please Read Through It’s Entirety!
Do not submit this form until you have all supporting documents.
By not following directions your intake form will not be processed.
Please complete the following intake form as it relates to your Tax Return. Complete every question. (All forms required)
Be sure to have all documents available before starting the process. It will take 20-30 minutes to complete this form.
NOTE: If you are claiming dependents be sure to upload their SS Cards, Birth Certificate and items that show their address the same as your. (School records, medical records, doctor bill, medicaid statement, Social Security records or anything that shows child’s current name and address)
PLEASE DO NOT SUBMIT THIS FORM UNTIL YOU HAVE ALL SUPPORTING DOCUMENTS. DO SO WILL DELAY THE PROCESSING OF YOUR RETURN!
After receiving numerous requests from individuals wanting me to teach them how to start their own tax businesses. I was finally inspired to move forward. Those requests inspired my passion to share my knowledge and expertise, leading me to teach others how to start their own tax businesses.
That’s why I created an incredible platform that shares all the knowledge I’ve accumulated throughout my years in the tax industry.
I am thrilled to offer my expertise and guide you on your journey to joining this recession-proof industry.
Are you ready to join my 8-week transformative journey to launch your very own tax business?
How We are Different?
What’s covered?
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How We are Different?
What’s covered?
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Here’s what others had to say about
Our 8-week course:
Mrs. Virginia Tax Course was one of the best investments I’ve made in my business and myself to date. She is a wealth of information and didn’t “brush off” off any of my questions, even if they didn’t have to do with that particular lesson. Even now, months later having taken her course, she answers all of my questions in a timely and professional manner! I was a bit apprehensive about taking an online or Zoom course about something so serious as Tax Preparing, but just getting to know Mrs. Virginia took all those worries away! Not, only is she a great mentor, but she has become someone closer to a friend that I can fully depend on through the “fun” of tax season- I highly recommend this course to anyone and in fact, already have. Take the opportunity to invest in yourself by signing up for this course. The education never ends but Mrs. Virginia’s course was the BEST starting point I could’ve asked for!
Who can benefit from this course?
In simple terms, this course is designed for anyone seeking a life-changing opportunity. You don’t need a degree or years of experience to enter the tax industry. It’s perfect for stay-at-home moms who want to increase their income. It’s also ideal for individuals with 9-5 jobs who wish to supplement their earnings or transition away from their current employment. If you desire to regain control of your life, this course is for you. Even if you have zero experience in the field, don’t worry – this course welcomes newcomers. The truth is, I could continue listing all the different individuals who would benefit from this course, but the bottom line is that if you desire positive change in your life, this course is the perfect fit for you.
Pricing
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