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Legendary Tax Professional Website Profile Form

Thank you for being part of the Legendary Tax Professional Network. Please complete this form so we can create your business profile on the Legendary website.

Important: The information submitted may be displayed publicly on your Legendary Tax Professional profile. Please review all information carefully and only provide business contact information you are comfortable sharing with potential clients.

Business Information

Professional Title
Do You Serve Clients Nationwide?
Yes
No
Do You Have a Physical Office?
Yes
No
By appointment only

Appointment Information

How Do You Serve Clients? Select all that apply.

Optional — URL

Optional — URL

Preferred Method for New Clients to Contact You
Phone
Text
Email
Website
Booking link

Professional Background

Do You Have an Active PTIN?
Yes
No
Professional Credentials or Qualifications. Select all that apply

Please provide a professional biography of 75–150 words. Include your experience, the clients you serve, your approach to tax preparation, and what makes your business unique.

In one or two sentences, explain why a client should choose your business.

Services Offered

Services Offered. Select all that apply
Which Clients or Industries Do You Specialize In? Select all that apply.

 Social Media and Marketing

Optional — URL

Optional — URL

Optional — URL

Optional — URL

Optional — URL

Please upload a clear, professional photograph with good lighting. Avoid screenshots, heavily filtered pictures, group photos, or images with distracting backgrounds.
A PNG file with a transparent background is preferred.
Optional

Provide One Client Testimonial

Has the Client Given Permission to Publish This Testimonial?
Yes
No

Profile Preferences

What Is the Main Button You Want Clients to See?

Please enter the exact link where you want clients to be directed.

Accuracy and Publication Authorization

Date
Month
Day
Year
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