Bright Beginnings Tax Solutions - Quality Tax Services Done The Right Way

🌿 BRIGHT BEGINNINGS TAX SOLUTIONS • TAX STRATEGIST 2025

TAX PREPARER PARTNERSHIP APPLICATION

PLEASE COMPLETE FORM IF YOU ARE INTERESTED IN BECOMING A TAX PARTNER.

(AVAILABLE IN ALL 50 STATES) • PREPARATION AND FILING OF FEDERAL INCOME TAX RETURNS FOR 2025

Become A Tax Partner - Please fill out the form below

Full Name *

First Name

Last Name

Address *

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Phone Number *

Area Code

Phone Number

E-mail *

example@example.com

Tax Preparer PTIN Number

DO YOU HAVE AN EFIN

YESNO

PROVIDE EFIN NUMER (OPTIONAL)

DO YOU HAVE EXPERIENCE WITH TAX WISE OR OLT TAX SOFTWARE

YESNOTRAINING NEEDED

TAX PREP PARTNERSHIP *Select onboarding package tier

TAX PREP PARTNERSHIP

ONBOARDING TRAINING

$997

🏅 70% REVENUE WITH EFIN BANK PRODUCTS

UNLIMITED E-FILES
IN PERSON TRAINING & VIDEO TRAINING
MOBILE APP
EMPLOYEE AGREEMENTS
PROVEN 10X REFERRAL STRATEGY
ADD ON PROTECTION PLUS TAX RETURN TRAINING VIDEOS

2025 TAX PLANNER

ONBOARDING TRAINING

$497

🏅 60/40 REVENUE SPLIT

60/40 REVENUE SPLIT
IN PERSON TRAINING & VIDEO TRAINING
REFERRAL STRATEGY
TECH SUPPORT

📋Services to be Provided:

The Tax Preparer agrees to provide the following services to the Client:

Preparation and filing of federal income tax returns for the tax year 2025.
Preparation and filing of state income tax returns (if applicable).
Review of the Client's financial documents and tax records.
Providing tax planning advice and guidance as needed.

THIS OPPORTUNITY WILL BE AVAILABLE FOR THOSE INTERESTED IN ALL 50 STATES.

TRAINING WILL BE HELD IN HOUSTON TX OCTOBER 2024 & NOVEMBER 2024. YOU MUST BE ABLE TO TRAVEL TO HOUSTON FOR THE ONBOARDING TRAINING COURSE.

I agree to the services listed above to be provided for the 2025 tax season.I understand and confirm I am able to travel to Houston, TX for the onboarding training course.

ℹ️We will contact you!

YOU CAN REGISTER FOR THE HOUSTON TX TRAINING IS $497. YOU WILL BE CONTACTED WITH FURTHER INFORMATION ON EXACT LOCATION AND FURTHER DETAILS TO COMPLETE ONBOARDING PROCESS FOR THE 2025 TAX SEASON. IF YOU HAVE ANY QUESTIONS WE CAN BE REACHED AT:

INCOMETAX@BRIGHTBEGINNINGSFINANCIAL.COM

Date *Date

TAX CV STRATEGIST *

Sign here with mouse or finger

SignaturePowered by Jotform Sign

Ensure all required fields marked with * are complete before submitting.