Welcome Home!


Hey there New Virtual Tax Store Owner!  Shamis #TheFinanceCoach here, I'm a National Vice President with One Stop Taxes and I'd like to welcome you to the Southeast Team!  Below are the action steps you'll need to complete.  I'd also like to get a chance to personally introduce myself so send me a friend request on Facebook & a quick inbox to let me know you've just started. 

OK Let's Do This!

 

STEP 1
First & most importantly you’ll need to enroll with the IRS and obtain a PTIN (personal tax identification number) A PTIN is required in order to prepare tax returns.  Visit www.irs.gov/ptin to apply

Here's a video that walks you step by step in case you need a visual. How to obtain a ptin.

 

IMPORTANT TIPS: 

  • The IRS identifies you by the last tax return they have on file for you. When entering your name and address, it must match that information exactly.  There will be another section for you to enter your current address if it differs from that of your last return. 

  • Select 'NO' for the self employed question

  • Only fill out required fields. If it doesn't have the * symbol, then don't fill it out

  • Enter your current address for Business address

  • There is a $39.95 fee the IRS charges so have your payment ready

 



STEP 2 GET SET UP!

ENROLL with us by following the link your business partner gave you. (Your business partner is simply the person who introduced you to this opportunity)  If they didn't reach back out and let them know you need the link to enroll.

1. Select joining as an Individual or Business if you have an EIN

2. Click Complete Enrollment

3. Complete the enrollment form

* Bank info needed to set up your Direct Deposit

4. Check the five boxes

5. Click Complete Enrollment

 

Here’s a HOW TO ENROLL video to help walk you through the sign-up process as well.

 

 

STEP 3 BOOK YOUR 'GETTING STARTED' CALL!

A quick introduction call for new Tax Stores with their Business Partner to formally introduce themselves, learn more about you, your goals and needs.  They'll go over your back office log in, get your new Tax Business officially launched and go over any questions you may have.

 

 

 

 

OTHER LINKS & PAGES TO MAKE NOTE OF 

 


GET SOCIAL!

We communicate 95% of the time via Facebook. Join our private group pages for help, announcements and updates from Corporate.

 

ONE STOP Taxes- Store Owners 

OST Southeast Team 

We host regular Opportunity Calls daily so be sure to check the FB Group for dates/times so that you can invite people to hear about the opportunity directly from the top leaders in ONE STOP Taxes. 

 

Be sure to stay connected with us on official social media pages! 

ONE STOP Taxes Corporate Facebook
ONE STOP Taxes Corporate Instagram

YouTube



GET TRAINED!
OST Academy will train you step by step on everything you need to know when it comes to running a tax prep business. The training is self paced and super easy to follow.  Information on how to access training is located on our Facebook Team Page under the Unit "Getting started."

 

GET SUPPORT

If you need assistance, our REP SUPPORT TEAM is ready to help! 

Phone: 855-212-8983
Chat: Click this link and look for the widget in the bottom right corner.

Email: Repsupport@onestoptaxes.com

GET FAMILIAR

In our company, we probably have some of the best leadership that you've ever experience. Here are some names that you may see or hear a lot of in our groups:
Myself, Shamis Talib; National Vice President, Corporate Trainer, Compliance Team Lead
Latoria Porter, TakeOver's Team; Senior Vice President, Corporate Trainer, Compliance Team Lead
Mowbray Rowand; Founder & CEO
Cherina Rowand; Founder & COO
Antonio Vinson; Co-Founder & CDO

Esha Vinson; Co-Founder & COE
Nicole Jefferson; Chief of Culture

Chloe Gray; Chief of Administration 

Dunn Sain; Chief of Rep Support & IT Mogul 

Helen Hammond; Chief of Compliance 
 

Looking forward to helping you WIN big for you and your family! 

Thank you for being the best part of ONE STOP Taxes!

In service,

Shamis Talib

National Vice President

1-855-212-8983 

859-428-8144 (cell)

Shamis.Talib@myonestoptaxes.com

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Talib Financial 

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Lexington, KY 40505

859-685-2187

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