You're In!

Let’s Get You Ready for VIP Training

You’ve officially secured your spot for Beyond the Software — VIP In-Person Training with Your Fav Tax Lady.

Before you choose your time, tell me a little about YOU and where you are in your tax journey. Your answers will help me understand your experience, goals and what you need most so I can make your VIP training experience count.

First Name*

Last name*

Email*

What made you decide to enroll in Beyond the Software?**

Where are you in your tax journey?**

I'm thinking about becoming a tax preparer

I'm a new tax preparer

I currently prepare taxes for clients

I own/run a tax business

I’m looking to grow or improve my tax business

Other

How many tax seasons have you completed?*

None — this will be my first

1 season

2–3 seasons

4+ seasons

What do you feel LEAST confident about right now?**

What do you MOST want to walk away from this training knowing how to do?*

Is there anything specific you want me to know before training?*

Anything you'd like me to know before we meet?

I'm Ready - Let's Train!