Welcome Home!


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!

 

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!

Click ENROLL NOW to create your Virtual Store Owner office profile and get your Store ID# 

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!

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 

 

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

 

Mobile users scroll inside the Calendly box to see dates and time 👇🏼

  • Facebook
  • Instagram
  • LinkedIn
  • Snap Chat
Talib Financial 

1450 N Broadway, Ste. A
Lexington, KY 40505

859-685-2187

Our services are available to all members of the public regardless of race, color, or national origin.
© 2020 Talib Enterprises LLC. All Rights Reserved.