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Tax Pro Hub

78 members • $25/year

15 contributions to Tax Pro Hub
DUE DILIGENCE NOTES GUIDANCE
Not sure how to actually write your due diligence notes use this guide to help
1 like • 16d
Thank you
GHL Part 2
Overview of workflows, social media (manychat) and AI assistant website help
GHL Part 2
1 like • 20d
Thank you
Are you joining the call tonight????
🚨 Tax Pros & Entrepreneurs — Want to Add a 5-Figure Income Stream Without Selling Anything? Join my free webinar where I’ll show you how to offer funding as a referral partner — and get paid every time a client gets approved 💰 We’ll cover: ✅ The top funding programs your clients are begging for ✅ Proven ways to market (we even give you the content) ✅ Who’s actively seeking capital to close out 2025 strong 💪 This is your chance to add a new revenue stream and help your clients access real funding options — the right way. 📅 Spots are limited — comment “WEBINAR” below or DM me for your invite link.
Are you joining the call tonight????
1 like • 27d
I will be on
0 likes • 27d
@Neona James ok thank you
Cognito Templates
Hey Bosses, I have some templates you can use to help you get your office ready for the season: ☑️Client Intake Form: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxcousinintakeform2025 ☑️Client Vacation Voucher: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/kjvacationvoucherform2025 ☑️Preparer Onboarding: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/_2025taxseasononboardingtaxsoftwarepayroll ☑️ ERO Software & Bank Products: https://www.cognitoforms.com/templates/shared/kjfinancialgroup1/taxbullyprosoftwarebankproducts
0 likes • 28d
Thank you
1-10 of 15
Misty McLaughlin
2
2points to level up
@misty-mclaughlin-6433
CEO of Stormy Financial Svcs. This is my 3rd season as a PTIN holder and my 1st season as a EFIN holder/ERO

Active 16d ago
Joined Jul 29, 2025
Ohio