CLIENT INTAKE FORM

Tax Client Intake Form 2024 (cognitoforms.com)

Meet The Owner

LaSheila Marshall

At We R Tax Pros LLC, we are dedicated tax professionals that understand what is important to you. When looking for tax assistance, tax training, small ...

Services

What We Offer

Virtual Tax Appointment

Notary Services

When you need help with personal documents, we have just the solution you need. If you're looking for notary public services we are here to assist you.

Mobile services available upon request.

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Tax Academy Training

Are you ready to upgrade your earning potential? Tired of living paycheck to paycheck? Looking to start your own tax business? Ready to see your savings account grow?

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Small Business Startup Assistance

Have a business idea in mind, and don't know where to start?

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Tax Partner Strategy Call

Tax Partners Wanted!

Book your 30 minute strategy call and let’s chat to get you on the road to success !

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By Appointment Only Hours

Sunday

Closed

Monday

12:00 PM - 8:00 PM

Tuesday

12:00 PM - 8:00 PM

Wednesday

5:00 PM - 8:00 PM

Thursday

5:00 PM - 8:00 PM

Friday

12:00 PM - 8:00 PM

Saturday

10:00 AM - 6:00 PM

Open

Today

Shop Online Courses

Training Courses

Continued Education Course (Experienced)

Tax Preparation Couse (Beginners)

MENTORSHIP (BUILD YOUR OWN BRAND)

Professional Forms

IRS Tax Compliance Form

This package includes:

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Gallery

TAX PREPARATION SERVICES

Free consultation
By appointment only
Parking available
Wifi on the premises

Location

Areas Covered

We Cover All 50 States

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Testimonials

Very professional and knowledgeable. I’ve visited several tax offices over the years and We R Tax Pros customer service is the best. They care about there clients and the fees are very affordable compared to other tax offices around town! Would definitely recommend.

11/13/2020

JW EVANS

11/13/2020

JW EVANS

Really appreciate they value customers and listen to your concerns. Very efficient and professional.

11/13/2020

KAY CARTER

Really appreciate they value customers and listen to your concerns. Very efficient and professional.

11/13/2020

KAY CARTER

11/13/2020

JW EVANS

11/13/2020

JW EVANS

Reviews

Jordin stevenson

09 December 2022

a year ago

I came into this academy not knowing what i was doing but with the training n one on one with LaSheila im more confident with her work ethics n talents. So if y...

LaTorria Thompson

17 March 2022

2 years ago

LaSheila is very professional and knowledgeable. She always takes time to explain any changes in tax laws to me and help me get my max refund. Been using her se...

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Contact Me

529 Huffman Road, Birmingham, Alabama, 35215