Shamis #TheFinanceCoach here, below are the action steps you'll need to complete. I will reach out to you on the date/time you specify for your Getting Started call. If you haven't booked already don't worry, you'll be able to do that below.
Let's Do This!
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.
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!
Click ENROLL NOW to create your Virtual Store Owner office profile and get your Store ID#
1. Enter your info and create a username (middle name field is required)
2. Name your new tax business website by creating a subdomain name
3. Enter your email, d.o.b, phone, and social
4. Leave returning store owner field blank. You're new right?
5. If you already have an EIN enter it, if not no worries
6. Enter the PTIN number you've just acquired
7. Click Submit
You'll be sent a one time password for registration and you'll only have 2 minutes to enter it so have your email handy
8. Select FREE package and your done!
You'll receive an account activation email link to create a password and you're done!
STEP 3 BOOK YOUR 'GETTING STARTED' CALL!
30-minute introduction call for new Tax Stores with Shamis to formally introduce herself and learn more about you, your goals and needs. We'll go over your back office log in, get your new Tax Business officially launched and go over any questions you may have. Book here
STEP 1 AND STEP 2 ABOVE MUST BE COMPLETE IN ORDER TO BOOK THIS CALL
OTHER LINKS & PAGES TO MAKE NOTE OF
We communicate 95% of the time via Facebook. Join our private group pages for help, announcements and updates from Corporate.
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!
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."
If you need assistance, our REP SUPPORT TEAM is ready to help!
Chat: Click this link and look for the widget in the bottom right corner.
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!
National Vice President
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