Sound familiar?
Starting a tax prep business shouldn't feel this hard.
- ✗You don't know if you need an LLC, sole prop, or something else entirely
- ✗You're unsure what licenses you actually need — PTIN? EFIN? Both?
- ✗You have no idea how to price your services without underselling yourself
- ✗You're spending hours on Google piecing together advice that contradicts itself
- ✗You want clients but don't know where to find them or what to say
- ✗You're nervous about IRS compliance and what happens if you get it wrong
What's inside
Five modules. Zero filler.
New Client Intake Checklist
A one-page printable you hand every new client — so you always collect the right documents and never miss a thing.
What readers say
Real results from real tax preparers.
"I had no idea where to start. This blueprint walked me through every single step. I got my EFIN and my first client within 6 weeks."
"Worth every penny. I was charging way too little before reading the pricing module. Doubled my rates and still booked solid."
"The IRS compliance section alone saved me from making a mistake that could have cost me my license. This is a must-read."
Everything you need to launch — for less than a tank of gas.
500+ tax professionals have used this exact blueprint to start with confidence. You're next.
Get Instant Access — $37 →Instant PDF · One-time payment · No subscriptions
Questions
Answers before you buy.
Is this for complete beginners?+
Yes. The blueprint assumes zero prior knowledge. It walks you through every step from choosing your business structure to landing your first client.
What format is it in?+
It's a PDF you can read on any device — phone, tablet, or computer. You'll also get the bonus New Client Intake Checklist as a separate printable.
Do I need any prior tax experience?+
No experience required. The guide is designed for people who are new to the industry or just getting started with their own practice.
What if I already have my PTIN/EFIN?+
Great — you're ahead of the curve. The blueprint covers pricing, client acquisition, compliance, and business systems that apply at every stage.
Is there a refund policy?+
Because this is a digital download with instant access, all sales are final. That said, 500+ tax pros have found it valuable — we're confident you will too.