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Tax Pro Hub

78 members • $25/year

15 contributions to Tax Pro Hub
DUE DILIGENCE NOTES GUIDANCE
Not sure how to actually write your due diligence notes use this guide to help
1 like • 25d
Thank you
GHL Part 2
Overview of workflows, social media (manychat) and AI assistant website help
GHL Part 2
1 like • 29d
Thank you
Are you joining the call tonight????
🚨 Tax Pros & Entrepreneurs — Want to Add a 5-Figure Income Stream Without Selling Anything? Join my free webinar where I’ll show you how to offer funding as a referral partner — and get paid every time a client gets approved šŸ’° We’ll cover: āœ… The top funding programs your clients are begging for āœ… Proven ways to market (we even give you the content) āœ… Who’s actively seeking capital to close out 2025 strong šŸ’Ŗ This is your chance to add a new revenue stream and help your clients access real funding options — the right way. šŸ“… Spots are limited — comment ā€œWEBINARā€ below or DM me for your invite link.
Are you joining the call tonight????
1 like • Nov 12
I will be on
0 likes • Nov 12
@Neona James ok thank you
Cognito Templates
Hey Bosses, I have some templates you can use to help you get your office ready for the season: ā˜‘ļøClient Intake Form: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxcousinintakeform2025 ā˜‘ļøClient Vacation Voucher: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/kjvacationvoucherform2025 ā˜‘ļøPreparer Onboarding: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/_2025taxseasononboardingtaxsoftwarepayroll ā˜‘ļø ERO Software & Bank Products: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxbullyprosoftwarebankproducts
0 likes • Nov 12
Thank you
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@misty-mclaughlin-6433
CEO of Stormy Financial Svcs. This is my 3rd season as a PTIN holder and my 1st season as a EFIN holder/ERO

Active 3d ago
Joined Jul 29, 2025
Ohio