Solo to Scaled | Apply for Tax Software

First Name *

Last Name *

Phone *

Email *

Do you currently have an active PTIN? *

Yes

No

In Progress

How long have you been in the tax business? *

Less than 1 year

1-3 years

3-5 years

5+ years

How would you describe your current setup? *

Solo operator — just me

Me + part-time help

Small team of 2–4

Established office

How many clients did you serve last tax season? *

1-50

51-150

151-300

301+

Have you reviewed the Solo to Scaled packages on the website?

Yes — I know what's included and I'm ready to talk numbers

I looked briefly — I'd like more detail on the call

Not yet — I applied first and I'll review before the call

What is your #1 goal for joining Solo to Scaled? *

Which tier are you most interested in? *

Are you currently using tax prep software? *

Yes

No

If yes, which software?

Are you in a position to move forward if this is the right fit for you?

Yes — I understand the investment and I'm ready to commit

I need clarity on a few things before I decide

I'm interested but the timing isn't quite right yet

Not right now — just researching

Your Practice