Thank you for your interest in the CB Tax Franchise Systems, LP ("Colbert/Ball Tax Service") system. The following will outline the process and steps that are required to be considered for a Colbert/Ball Tax Service Franchise:

  1. Complete the following Request For Consideration form and Territory Request form and return to Colbert/Ball Tax Service by mail - Colbert/Ball Tax Service, 2616 South Loop West, Suite 405, Houston, Texas 77054, Attention: Franchise Sales, or fax - 713-660-6301.
  2. A separate Request For Consideration form should be completed by each applicant.
  3. Upon receipt, we will review and evaluate your application and, if approved, provide you a Franchise Disclosure Document (FDD).
  4. We may provide you with a FDD in hard copy or electronic format. If the FDD is furnished electronically, it will be provided in a Portable Document Format (PDF) file. You must use the Adobe Acrobat program in order to open and view this type of electronic file.
  5. Upon receipt of the FDD, please complete and sign the final two pages of the document entitled 'Receipt.' Once completed and signed, return one copy to the address indicated above.
  6. It is recommended that you review the Colbert/Ball Tax Service FDD with your attorney and business advisors.

Under no circumstances does the submittal of your application to Colbert/Ball Tax Service or its subsequent review and processing imply, in any manner, our intention to offer you a Franchise. You are not accepted as a olbert/Ball Tax Service Franchisee unless and until you and Colbert/Ball Tax Service execute a Franchise Agreement. Colbert/Ball Tax Service does not guarantee the financial performance of any Franchisee or business. The decision to become a Colbert/Ball Tax Service Franchisee and to open a Colbert/Ball Tax Service must be based upon your independent research and analysis.

First Name

required

Last Name

required

Gender

Home Phone
required

Mobile Phone

>Work Phone

Home Address
required

Email Address
required

Date of Birth
required

City
required

State
required

ZIP Code
required

Marital Status

Spouses Full Name

 

How many years have you been at the above address? required

Do you currently rent or own your home?

Are you a citizen of the United States of America?

Will your spouse be active in this franchise buisness?

High School and City, State

Year

Graduated

College and City, State

Year

Degree

Trade School or Correspondence School

Year

Degree

Tax Training or Other Training

Year

 

 

Present Employer
required

Title / Position

Dates Employed

Do you plan to devote time to this business venture?

If not, who will be managing it?

Do you plan to have business partners?

If yes, please identify all partners and their ownership interests

Name

Primary Number

Email Address

Percent Interested
%

Name

Primary Number

Email Address

Percent Interested
%

 

Automobile(s) Accounts payable
Cash in checking account Brokers margin accounts
Cash in savings account Charge accounts
Cash in value life insurance Home mortgage
Listed stocks and bonds Interest payable
Other assets Judgements
Other real estate Notes
Profit sharing/401K Other liabilities
Real estate home Real estate payable
Your present business Taxes payable
TOTAL ASSETS TOTAL LIABILITIES
Assets minus liabilities Liquid assets available to invest

Where would you obtain additional liquid capital if needed?

Would this business be your only source of income?

Have you ever been convicted of a felony?

If yes, please explain

Are you now, or have you ever been party to any lawsuit -- either as defendant or plaintiff?

Have you or any company you have owned or managed ever filed bankruptcy, reorganized due to insolvency, gone out of business or compromised a debt?

How did you hear about Colbert/Ball Tax Service?

required I hereby certify that all the above information I have supplied is true and correct to the best of my ability and understand that Colbert/Ball Tax Franchise Systems must rely upon this information in assessing my qualifications. I understand that the information provided will be kept in the strictest confidence and that this request for consideration is not deemed to be a contract and is in no way binding on Colbert/Ball Tax Franchise Systems or myself. To further evaluate my qualifications, I hereby authorize Colbert/Ball Tax Franchise Systems to order and obtain a credit report and conduct a background investigation.

 

If a Franchise Consultant from Colbert/Ball Tax Service assisted you,
please enter their name:

 

 

 

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