Shamis #TheFinanceCoach here,
Below are the action steps you'll need to complete. Please read through each step before completing.
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
Let's Do This!
If you need assistance, our REP SUPPORT TEAM is ready to help!
Help Center & Tickets: Located under Support category in your back office
In our company, we probably have some of the best leadership that you will ever experience. Here are some names that you may see or hear a lot of in our groups:
Our Squad: TEAM LEGACY!
THE OST CULTURE
STEP 1: GET YOUR PTIN
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. (all links will open a new window/tab)
Here's a video that walks you step by step in case you need a visual. How to obtain a ptin.
The IRS identifies you by the last tax return they have on file for you. When entering your information, it must match exactly what they have on file for you or it will lock you out the their system. 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 HERE to enroll and begin creating your very own Financial Services Company
Next click OPPORTUNITY in the top menu bar then click the START LIVING LIFE button
From this page you'll complete the following steps:
Here's a video that walks you step by step in case you need a visual
1. Enter your info and create a username (middle name is not required)
2. Create a subdomain name. This will be the link to your website
3. Enter your email, d.o.b, phone, and social
4. Leave returning store owner field blank. You're new right?
5. If you have an EIN that you wish to use, enter it. If not no worries, it's not required
6. Enter the PTIN number you've just acquired
7. Click Submit
You'll be sent a token/one time password for registration and you'll only have 2 minutes to enter it so have your email handy
8. Select FREE package and submit
9. Check your email. You'll receive an account activation email link to create a password and you're done!
STEP 3: BUSINESS LAUNCH
Book your Getting Started Call and Launch Your New Business
30-minute introduction call for new Tax Stores with Shamis to formally introduce herself, learn more about you, your needs and goals. We'll get you familiar your ready made website and back office, get your new Finance 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
We communicate 95% of the time via Facebook. Join our private group pages for announcements and updates from Corporate.
We host weekly Live Trainings and Opportunity Calls so please be sure to check the FB Groups for dates/times so that you can invite people to hear about the opportunity and your team can get trained directly from the top leaders in ONE STOP Taxes.
Follow our official social media pages!
OST Academy will train you step by step on everything you need to know when it comes to running a Financial Services company. The training is self paced and super easy to follow. Info on how to access training will be discussed during your getting started call.
VACATION LIKE A STAR!
Each year OST takes its Top Earners and their plus 1's on a FREE ALL INCLUSIVE VACATION. Yes we indeed work hard, but we play even harder!
From Left to Right: Charmmisha Weathers, National Coordinator; Jamecian Kennedy, National Director; Krystal Copeland, Store Owner; Krystal Wolfe, Store Owner; Tristen Coleman, Store Owner; Shamis Talib, Senior Vice President; Nikkia Boseman, National Coordinator
Shamis Talib; Team Legacy's SVP, Corporate Trainer and Tax Room Host
From Left to Right: Dunn Sain, Chief of Rep Support & IT Mogul; Chloe Gray, Chief of Administration
Nicole Jefferson, Chief of Marketing; Cherina Rowan, Founder & COO; Mowbray Rowand, Founder & CEO
Helen Hammond, Chief of Compliance; Esha Vinson, Co-Founder & COE; Antonio Vinson, Co-Founder & CDO
We are ALL looking forward to helping you WIN big for you and your family!
Thank you for being the best part of ONE STOP Taxes!
Senior Vice President
Mobile users scroll inside the Calendly box to see dates and time 👇🏼