Contact Wizard – Tax Preparation Lead Form

Last updated: April 23, 2026 · 2 min read

Purpose-Built Tax Preparation Lead Capture for WordPress

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.

Why M Media Tax Preparation Contact Wizard Exists

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:

  • 5-step guided wizard – Collects request details, scope information, contact data, and confirmation in a structured flow.
  • Lead qualification – Captures the details your team needs up front so follow-up can be faster and more accurate.
  • Optional reference uploads – Supports customer file/image uploads when enabled in the plugin flow.
  • HTML email notifications – Your team receives a branded summary email with submitted details.
  • Lead management – Every submission is stored as a WordPress custom post type (tpcw_lead) in the admin.
  • Fully customizable – Change intro text, success message, notification email, and question labels from settings.
  • SMTP support – Configure SMTP delivery or fall back to wp_mail().
  • Spam protection – Honeypot field plus minimum submission time checks.

Shortcodes:

[taxpreparation_wizard] or [mmedia_taxpreparation_wizard]

Place either shortcode on any page or post.

Installation

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.

Requirements

  • WordPress 5.8+
  • Tested up to WordPress 6.9
  • PHP 7.4+

Shortcodes

  • [taxpreparation_wizard]
  • [mmedia_taxpreparation_wizard]
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