Week 1
This is the name of the tax software that The Moon Group uses to prepare returns.
What is "My Tax Prep Office"?
This phrase reflects what you do/
What is "Your Tagline"?
This should be verified against a government issued card to prevent any errors when filing.
What is the Social Security Number?
This 8 digit number is assigned to any individual who is a paid tax preparer and is used to identify the preparer.
What is a "Preparers Tax Identification Number"?
These three things can be very effective in helping build your brand.
What are:
Social Media Business Pages
A Strong Website
Vendor Events
If your client is married, but legally separated, you would file them under this tax status.
What is Single?
You must go through IRS approval to obtain this number to electronically prepare tax returns and should report it immediately if it is ever compromised.
What is the "Electronic Federal Identification Number"?
This has to be strong enough to keep you involved and establish your goals.
What is "Your Why?"
This is the standard form used when preparing a tax return.
What is a 1040 tax form?
This is the client's personal information that should always be kept confidential and secure.
What is "PPI"? (Personal Privacy Information)
Knowing this can help you build a strong social media presence.
What is "Your Target Audience"?
A child must be this age or younger to qualify as a dependent.
What is 17 years old or younger?