DOING YOUR OWN TAXES CAN FEEL LIKE DOING A PUZZLE.
The good news is - we are great at puzzles!
Preparing your own income tax return can be a task that leaves you with more questions than answers. Like it or not, today’s tax laws are so complicated that filing a relatively simple tax return can be confusing.
HERE IS WHAT WE KNOW:
It is just too easy to overlook deductions and credits to which you are entitled, and oftentimes little mistakes can turn into big IRS nightmares. It’s best to leave tax preparation up to the experts. Regardless whether you are a single-parent, a family, a business owner or worked as a 1099 employee this year we can help.
Toll Free (833) 623 - 1660
Local (678) 981 - 9195
QUICK LINKS & REFERENCE GUIDE
Some of these links are contained in your automations and other places, however this page will house all of your links in one place.
FORMS
More Links
SALES TOOLS
PRICING
Course Payment Link - This link contains the ability to use afterpay, klarna etc,
COURSE PRICING
$4,997 In-House Financing Course Price
$997 lock-in deposit.
Eight (8) payments of $500
$3,997 "Scholarship Offer" + Financing
Take a $1,000 off of the financed course price.
$997 lock-in deposit.
Remaining six (6) equal payments of $500
$2,997 Full Pay
Non-refundable
Must make at least four (4) payments until gaining full access to training (can make determination on a case-by-case-basis).
REFFERAL PARTNERS
HOW - TO VIDEOS
All Calendars Link - use this link to schedule a thirty-minute conversation
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2021 Client Intake
2020 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send, if you discover any documents / information while preparing their return.
Intake Forms - DO NOT SHARE. These your personal client intake forms. These forms are connected to automations for your account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents Form
Send, if you discover any documents / information while preparing their return.
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CLIENT CALL/ INTERACTION Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload Form
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Use this when reviewing a client's documents after the second call. If you discover that a client is missing documents, send this form
ONLY SEND IF / WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
2022 Client Intake
2021 Client Intake
SEND IF A CLIENT HAS A BUSINESS
's Links
USE FOR YOUR FIRST CALL/INTERACTION - Client Interview Form
Complete this form during your first call / interaction with a client. It sends them a welcome email with everything they need including next steps.
COLLECT CLIENT DOCUMENTS - Document Upload
Send this to a client to collect documents. Once the portal is ready, they will be able to upload there too. You can also send if they have trouble logging into their portal or as needed.
SEND IF ANY DOCUMENTS / INFORMATION IS MISSING WHILE PROCESSING RETURN - Missing Documents
Send this form if you discover that a client is missing documents, while actually processing the return
ONLY SEND IF/WHEN NEEDED - Intake Forms
These your personal client intake forms. They are selected when you complete the client interview form. The forms are connected to automations in your Taxli account.
SEND IF A CLIENT HAS A BUSINESS
