M Media Tax Preparation Contact Wizard is a professional multi-step lead capture plugin for tax preparers and accounting practices, built to collect the detailed filing and income information you actually need – without requiring a CRM subscription, form builder, or third-party service. The wizard walks visitors through structured steps covering filing type, income sources, prior year complexity, prior preparer situation, and timeline urgency. Every submission is stored in your WordPress dashboard and delivered to your inbox. No monthly fees. No lead-sharing. Your leads stay yours.
Generic contact forms collect a name and email. That is not enough to have a productive first conversation with a tax preparation prospect. You need to know whether they are filing as an individual, a business owner, or both, what their income sources include, whether there are investments or rental properties, and why they are switching preparers before you can estimate the engagement or set expectations. M Media Tax Preparation Contact Wizard solves this by design. It gives every prospect a guided, professional experience while giving you a complete intake record before you ever pick up the phone.
M Media Tax Preparation Wizard replaces a flat contact form with a guided quote-request wizard tailored to this service category.
Why a wizard?
A flat contact form asks for minimal information. This wizard qualifies the lead before your team follows up, so you spend time on serious prospects instead of incomplete requests.
What it does:
tpcw_lead) in the admin.wp_mail().Shortcodes:
[taxpreparation_wizard] or [mmedia_taxpreparation_wizard]
Place either shortcode on any page or post.
1. Upload the mmedia-contact-wizard-tax-preparation folder to /wp-content/plugins/.
2. Activate the plugin through Plugins -> Installed Plugins.
3. Go to the plugin settings page in WordPress admin to configure notification email and wizard options.
4. Add [taxpreparation_wizard] to any page.
[taxpreparation_wizard][mmedia_taxpreparation_wizard]$29.99
Perpetual License
Contact Wizard - Junk Removal Lead Form Multi-step contact wizard for junk removal businesses. Captures item types, property details, photos,…
Contact Wizard - Auto Insurance Agent Lead Form Multi-step contact wizard for auto insurance agent businesses. Captures lead details, optional…
aiacw_lead) with a document grid in the admin view.Contact Wizard - Family Law Divorce Attorney Lead Form Multi-step contact wizard for family law and divorce attorney businesses. Captures…
Contact Wizard - Cosmetic Plastic Surgeon Lead Form Multi-step contact wizard for cosmetic and plastic surgeon businesses. Captures lead details,…
Modern software has become surveillance dressed as convenience. Every click tracked, every behavior analyzed, every action monetized. M Media software doesn't play that game.
Our apps don't phone home, don't collect telemetry, and don't require accounts for features that should work offline. No analytics dashboards measuring your "engagement." No A/B tests optimizing how long you stay trapped in the interface.
We build tools, not attention traps.
The code does what it says on the tin — nothing more, nothing less. No hidden services running in the background. No dependencies on third-party APIs that might disappear tomorrow. No frameworks that require 500MB of node_modules to display a button.
We don't believe in dark patterns, forced subscriptions, or holding your data hostage. M Media software products use clear, upfront licensing with no hidden traps.
You buy the software. You run it. You control your systems.
Licenses are designed to work offline, survive reinstalls, and respect long-term use. Updates are optional, not mandatory. Your tools don't suddenly stop working because a payment failed or a server somewhere changed hands.
